Associate Manager - Insurance - Lead Generation

The Upstox Story:

Upstox is one of India's leading Fin-Tech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade & investment platform and commission-free pricing. We offer numerous asset categories to invest in, like Stocks, IPOs, Mutual Funds, and more.

By focusing on our customers’ needs and equipping them with personalised yet powerful tools, we witnessed a steep growth of 800% in our customer base from 25 Thousand in 2017 to 2 Lakh in 2019. With 1500% growth in 2020, currently, over 10 million customers trust us with their investment decisions, thus setting us on the course to become an industry-leader in the country. 

Our mission is simple - to break down the complexities of investing and make it more effortless, accessible, affordable, and easy for the masses to adopt. This key principle when infused with intuitive design and leading-edge technology will help us empower every Indian to take control of their investments.

RKSV Securities was founded by Ravi Kumar and Shrinivas Viswanath in 2009 and was soon graced by Kavitha Subramanian as the third co-founder in 2016. Backed by Ratan Tata, Upstox had raised $4 million in Series A funding in early 2016 that was led by Kalaari Capital. The Series B funding round scaled multifold and witnessed an investment of $25 million by US-based investment firm - Tiger Global Management in September 2019. 

We have a team of highly skilled technology and finance professionals, and are currently looking for highly motivated field experts to be part of our high-energy team. 

Here is what you need to know about this role:

Job Title: Associate Manager/Manager - Insurance Lead Generation

Location: Mumbai

Job Description:

Research and identify potential clients (businesses) to target for insurance solutions

Responsible for supporting new business growth by setting qualified meetings that turn into new business and managing the pipeline of leads

Utilise various lead generation strategies (e.g., cold calling, email campaigns, social media, industry events)

Meet the lead generation targets, with a focus on quality over quantity

Marketing efforts collaborated to territory or Industry specific demographics 

Conduct new business reporting and create dashboards to deliver actionable data

Maintain accurate records of lead interactions, conversations, and follow-ups 

Track and report lead generation metrics (e.g., conversion rates, lead quality)

Provide regular progress updates to the sales team and management

Work closely with the sales team to ensure seamless handoffs and follow-up

Provide support for sales meetings, proposals, and presentations

Participate in sales strategy sessions to refine lead generation approaches

Your way to impact:

Be self-driven / quick starter

Have an ownership mindset

Aggressively drive and deliver results

What do you need to bring?

2+ years of experience in B2B lead generation, preferably in the insurance industry

Excellent communication, persuasion, and negotiation skills

Proven track record of meeting or exceeding lead generation targets

Proficient in CRM software

Ability to work in a fast-paced environment and prioritise multiple tasks

If you fit the above description, we would love to connect with you! APPLY NOW

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.