The Role
The role involves managing customer relationships, guiding them with product information, resolving queries, driving sales conversions and ensuring compliance with guidelines.
Summary Generated by Built In
Job Title: Virtual relationship Manager - Corporate Insurance
Company: Upstox
Location: Mumbai
Work arrangement: 5 days in the office
About Upstox
At Upstox, we’re building the future of investing — simple, powerful, and for everyone. We're one of India’s fastest-growing fintech platforms, backed by the best in the business, including Mr. Ratan Tata and Tiger Global, and on a mission to make wealth creation accessible to every Indian. From first-time investors to seasoned traders, millions trust us to power their financial journeys. We're not just moving fast — we’re moving with purpose. If you thrive in a high-energy, high-impact environment, you're in the right place.
As a Virtual Relationship Manager, you will be responsible for managing and deepening customer relationships through remote channels. You will guide customers on Upstox products, resolve queries, and drive engagement and conversions.
What You’ll Own
Handle inbound and outbound customer interactions via calls, emails, and chat.
Understand customer needs and recommend the right investment/Upstox products.
Drive conversions, renewals, and product adoption.
Provide timely and accurate resolutions to customer queries.
Maintain high levels of customer satisfaction and relationship quality.
Ensure compliance with regulatory and process guidelines.
Work closely with internal teams to provide customer insights and feedback.
Meet and exceed monthly targets related to sales, activation, and engagement.
Who You Are
3 - 7 years of experience in sales, renewals, insurance, customer service, or financial products.
Strong communication and interpersonal skills.
Ability to understand customer needs and offer tailored solutions.
Proven track record of achieving sales or renewal targets.
Comfortable working in a fast-paced target-driven environment.
Proficient in MS Office (Excel, Word, PowerPoint).
Problem-solving ability with customer-first mindset.
Knowledge of financial products is a plus (not mandatory).
Graduation in any field
Experience in health insurance, general insurance, or policy advisory roles.
Ability to manage customer queries end-to-end and maintain strong relationships.
Exposure to cross-selling and upselling financial or insurance products.
Experience in guiding junior team members or resolving customer escalations.
Why This Role Rocks
You will be the voice of Upstox for thousands of customers.
Your guidance will directly impact customer satisfaction, retention, and product adoption.
You’ll help first-time investors navigate their financial journey with confidence.
By applying for this position, you acknowledge that you have reviewed our Prospective Employee Privacy Notice, which outlines how Upstox collects, uses, and protects your Personal Information ("PI"). I accept Upstox's Prospective Employee Privacy Notice.
Upstox is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other characteristics
Top Skills
Excel
MS Office
PowerPoint
Word
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The Company
What We Do
Upstox is an online trading app for Demat Account, Share Market, MF, IPO with 1cr+ customers. Backed by Ratan Tata and venture capitalists such as Tiger Global, Upstox offers a best-in-class technology-enabled trading platform. Headquartered in Mumbai, Upstox holds memberships with the NSE, BSE, MCX, and MCX-SX. For more details, visit - https://upstox.com/
