Relationship Manager - InsuranceMoneyfrog Financial Services Pvt. Ltd. • Kalyan, Konkan, India
No longer accepting applications
Relationship Manager - Insurance
Moneyfrog Financial Services Pvt. Ltd. • Kalyan, Konkan, India
7 hours ago
Job descriptionBachelor's degree in Commerce (B.Com), Finance, or related field. MBA in Finance or Insurance specialization preferred. Preferred certifications include : IRDAI Life / Health Insurance License Certification in Financial Planning or Insurance Advisory (e.G., CII, LOMA) NISM Mutual Funds / Insurance Distribution Modules (if applicable) Identify client needs and recommend suitable life, health, and general insurance policies. Build and maintain strong relationships with individual and HNI clients. Conduct regular policy reviews and ensure adequate coverage and benefits. Stay informed on product offerings from various insurers, policy features, and regulatory changes. Meet assigned sales and service targets through proactive client engagement and referrals. Assist clients during onboarding, documentation, policy servicing, and claims. Work closely with the investment and financial planning teams to offer 360° advisory.
Job Title : Relationship Manager – Insurance
Location : Chembur
Employment Type : Full-Time
Experienced / Fresher
- Proven experience in acquiring and managing insurance clients across life, health, and general insurance segments.
- Must be able to explain insurance plans, assess client needs, compare policies, and confidently handle objections and questions around policy terms, benefits, and claim procedures.
Education :
Regulatory / Other Certifications :
Key Responsibilities :
Create a job alert for this search
Relationship Manager • Kalyan, Konkan, India
Related jobs
A leading Financial services company is seeking a dedicated and dynamic Relationship Manager to join their team.In this role, you will be the primary point of contact for our clients, responsible f...Show more
Relationship Manager
Talent Worx • Thane, MH, IN
Quick Apply
Last updated: 30+ days ago
Contract Manager
Riviera Partners • Kalyan-Dombivli, IN
Riviera is seeking a Contracts Manager to join our dynamic team.In this role, you’ll play a key part in managing the full contract lifecycle across sales, vendor, and partner agreements.We’re looki...Show more
Last updated: 28 days ago • Promoted
Field Sales Counsellor
NIIT Limited • Thane, IN
Knowledge of Micro Market of the territory, prospect base, ecosystem (Employment exchanges, third party employers, non-organized sectors, tier-3 colleges, Alumni base, etc ).Conduct multiple activi...Show more
Last updated: 12 days ago • Promoted
AVP - Third Party Risk Management
Mashreq • Thane, IN
The incumbent supports the VP – Operational Risk, Head of TPRM in directing and leading the Group-wide (including subsidiaries and international branches) strategic development and implementation o...Show more
Last updated: 5 hours ago • Promoted • New!
Sales and Marketing Manager
Richful Lube Additive • Thane, IN
Xinxiang Richful Lube Additive Co.It is a technically integrated enterprise, operating as one of the big five lubricant additive developers and suppliers globally.
Richful products are supplied glob...Show more
Last updated: 5 days ago • Promoted
Assistant Manager
TP • Thane, IN
Identify opportunities to upgrade existing clients to higher-value telecom plans, premium features, or advanced solutions that meet their evolving needs.
Promote complementary telecom services such ...Show more
Last updated: 13 days ago • Promoted
Relationship Manager
AAA Global • Thane, IN
Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show more
Last updated: 23 days ago • Promoted
Associate Account Manager - Recruitment
Brightpath Associates LLC • Kalyan-Dombivli, IN
We are looking for Candidates from 2 year to 8 year of experience • • • • • • •.Please do not apply if you are more than 8+years of exp, will be over qualified.
We are looking from only US staffing backgro...Show more
Last updated: 30+ days ago • Promoted
Cold Caller (US Market)
Aonxi.Tech • Thane, IN
If you are confident on calls, results-driven, and hungry to grow—this is the role for you.Communicate our value proposition clearly and professionally.
Identify prospects, qualify them, and book de...Show more
Last updated: 15 days ago • Promoted
Investor Relation Executive
Talentoj • Thane, IN
Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems.
You have basic financial knowledge.Show more
Last updated: 25 days ago • Promoted
Relationship Manager
PurpleFinch • Thane, Maharashtra, India
Company Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.
We specialize in providing tailored financi...Show more
Last updated: 9 hours ago • Promoted • New!
Team Lead BD (Forex & CFD)
PU Prime • Thane, IN
The Business Development Manager will be responsible for generating sales and driving revenue growth by offering CFD, Forex products and services.
This role involves identifying new sales opportunit...Show more
Last updated: 13 days ago • Promoted
PPC / Growth Manager
Quicklly • Kalyan-Dombivli, IN
Note : Immediate / 15 days Joining Only.Setting up Google AdWords and Bing campaigns by conducting target keyword research & writing relevant ad copies, whilst ensuring effective campaign and keyword ...Show more
Last updated: 30+ days ago • Promoted
Zonal Business Head
Magicbricks • Kalyan-Dombivli, IN
As the Zonal Business Head, you will spearhead sales operations within your designated region, driving growth strategies and ensuring market dominance.
Your role will encompass acquiring, managing, ...Show more
Last updated: 6 days ago • Promoted
Relationship Manager
HDFC securities • Thane, Maharashtra, India
Immediate and Urgent Hiring Relationship Manager.Advise clients on investments in Equity and Derivatives markets and execute orders on their behalf.
Build and maintain strong client relationships wh...Show more
Last updated: 30+ days ago • Promoted
Business Development Manager (US Staffing Services)
Integration International Inc. • Thane, IN
Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested.
A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show more
Last updated: 30+ days ago • Promoted
Contract Lifecycle Manager
ORO Labs • Kalyan-Dombivli, IN
ORO Labs is an agentic procurement orchestration company on a mission to humanize the procurement experience.Founded in 2020 by former SAP Ariba product leaders, ORO delivers effortless user experi...Show more
Last updated: 13 days ago • Promoted
Relationship Manager - Insurance
Moneyfrog Financial Services Pvt. Ltd. • Thane, Maharashtra, India
Job Title : Relationship Manager – Insurance Location : Chembur Employment Type : Full-Time Experienced / Fresher Proven experience in acquiring and managing insurance clients across life, hea...Show more
Last updated: 1 day ago • Promoted