Business Associate

Company Description IndiaFirst Life is a fast-growing life insurance company that began operations in November 2009 and achieved profitability within five years, placing it among the few early break-even insurers in India. Promoted by Bank of Baroda and Union Bank of India, with additional investment from Carmel Point Investments backed by Warburg Pincus, the company combines strong public-sector banking heritage with global private equity expertise. IndiaFirst Life operates across more than 1,000 cities and towns through over 12,000 points of sale, offering wide reach and market presence. Its competitive edge lies in digital-first processes and tools that streamline the entire value chain, guided by a “CustomerFirst” ideology. Team members work in a culture focused on innovation, customer-centric solutions, and sustainable growth.
Role Description The Business Associate is a full-time/part-time on-site role based in Vishakhapatnam. This position involves engaging with customers to understand their life insurance needs, presenting suitable IndiaFirst Life products, and supporting them through the application and onboarding process. The role includes maintaining accurate records of customer interactions, assisting with policy servicing requests, and coordinating with internal teams to ensure timely resolution of queries. The Business Associate will also support business growth by identifying new sales opportunities, participating in local marketing initiatives, and providing regular performance updates to supervisors. Daily work requires consistent follow-up, adherence to regulatory and company guidelines, and a strong focus on delivering a positive customer experience.
Qualifications
Strong analytical skills to interpret customer needs, sales data, and performance metrics.
Foundational knowledge of finance and business concepts relevant to life insurance and financial products.
Effective communication skills, including clear verbal and written interaction with customers and colleagues.
Customer service skills with the ability to build trust, manage queries, and handle concerns professionally.
Team handling and should recruit every month min 2-3 candidates.
Prior experience in insurance, banking, or financial services is an advantage.
Comfort with digital tools and basic computer applications for documentation and reporting.
Ability to work in a target-driven environment, with strong ethical standards and compliance mindset.

Work arrangement
No