Pros
User-Friendly Digital Platform InsuranceDekho provides a clean and well-organized digital platform that helps you manage clients, policies, and leads efficiently. The dashboard often gives a quick view of sales targets, pending leads, and renewal reminders — saving time and effort. Strong Lead Support Many RMs benefit from warm leads provided by the company. This reduces the burden of finding customers entirely on your own and allows you to focus on conversion. Training & Guidance InsuranceDekho regularly conducts sales and product training, which enhances insurance knowledge and communication skills — especially useful for people transitioning from B2B or sales backgrounds.
Cons
High Performance Pressure As a sales-driven role, Relationship Managers often face monthly target pressure. Missing targets can affect bonuses or incentives. Dependence on Leads Sometimes, the quality or quantity of leads may not meet expectations, requiring additional effort in self-sourcing clients. Limited Work-Life Balance During Peak Times During month-end or policy renewal cycles, work hours can extend as clients expect immediate responses.