Life Mitra

Company Description SBI Life Insurance Co. Ltd., one of India’s most trusted life insurance companies, serves millions of families with a wide range of Protection, Pension, Savings, and Health solutions for individual and group customers. The company operates across the country through an extensive network of over a thousand offices, thousands of employees, and a large agent and partner base, making insurance accessible to diverse communities. SBI Life follows a strong customer-first philosophy, focusing on ethical service standards, operational efficiency, and hassle-free claim settlement while enhancing digital experiences for customers, distributors, and employees. The organization is committed to providing a healthy, flexible work environment that supports personal and professional growth, and actively contributes to social causes such as child education, healthcare, disaster relief, and environmental initiatives. Listed on major Indian stock exchanges, SBI Life offers a stable and reputable platform for individuals seeking a long-term career in financial services.
Role Description The Life Mitra role is a full-time, on-site position based in Srinagar, focused on helping customers understand and choose appropriate SBI Life insurance solutions. Day-to-day responsibilities include meeting prospective and existing customers, explaining product features and benefits, assessing individual and family protection needs, and recommending suitable plans. The Life Mitra will support customers through the entire policy lifecycle, including documentation, application submission, premium payment follow-up, and post-sales service. The role involves building and maintaining long-term relationships, engaging in local outreach activities, and collaborating with branch teams to achieve sales and service goals. The Life Mitra is expected to uphold SBI Life’s customer-first values, ensure transparent communication, and promote insurance awareness within the community.
Qualifications
Candidates should possess strong customer service and relationship-building abilities, with a focus on understanding customer needs and providing clear, empathetic guidance.
Candidates should possess effective communication and interpersonal skills, including the ability to explain financial products in simple terms and interact confidently with diverse customer groups.
Candidates should possess basic financial and insurance awareness, including an interest in personal finance, risk protection, and long-term savings concepts.
Candidates should possess sales and negotiation skills, such as identifying opportunities, presenting solutions, and supporting customers in decision-making.
Candidates should possess organizational and follow-up skills, including accurate documentation, timely customer updates, and diligent tracking of leads and policy applications.
Relevant qualifications such as a minimum of a high school diploma; a bachelor’s degree in any discipline or prior experience in insurance, banking, or financial services would be beneficial.
Comfort working in an on-site, field-oriented role in Srinagar, with readiness to travel locally for customer meetings and outreach activities.
Integrity, professionalism, and alignment with SBI Life

Skills
Negotiation, Documentation

Work arrangement
No