Relationship Manager – InsuranceMoneyfrog Financial Services Pvt. Ltd. • India
Relationship Manager – Insurance
Moneyfrog Financial Services Pvt. Ltd. • India
10 days 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 • India
Related jobs
)
Relationship Manager
Anand Rathi Global Finance Limited • Republic Of India, IN
Primary Job Responsibilities : .Sourcing to loan disbursement of LAP Files.Should have market connect of 25+ DSA channels.
Good understanding of various programs like Vanilla income, Low LTV, Banking...Show more
Last updated: 15 days ago • Promoted
Relationship Manager
Mirae Asset Mutual Fund (India) • Republic Of India, IN
The primary responsibility is to manage institutional sales for Mirae Asset in the.To service the existing Clients & acquire and handle new corporates / institutions.
Develop and maintain relationsh...Show more
Last updated: 21 days ago • Promoted
Relationship Manager - Preferred
Anand Rathi Share and Stock Brokers Ltd • Pune, Republic Of India, IN
The Relationship Manager is the ultimate face of the business as he is going to be the final point of contact with the client.
He would be responsible for acquiring High Net Worth relationships and ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
TP • Republic Of India, IN
This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders.
In line with this initiative, we are looking to ...Show more
Last updated: 30+ days ago • Promoted
Insurance Business Development Manager
Hoora • Nagpur, Republic Of India, IN
Location : Trimurti Nagar, Nagpur, Maharashtra.Hoora is India’s fastest-growing Vehicle 360 company, operating in 60+ cities and trusted by 1,00,000++ customers.
With innovative technology, eco-frien...Show more
Last updated: 1 day ago • Promoted
Client Relationship Manager
Chargebee • Chennai, Republic Of India, IN
As an Account Executive, being part of an awesome sales team of A-Players, you will find an environment of immense learning & growth! We look for business athletes who are ambitious teammates - wit...Show more
Last updated: 2 days ago • Promoted
Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Chennai, Republic Of India, IN
It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence.
He / she should have maximum number of own clients relationship a...Show more
Last updated: 27 days ago • Promoted
Equity Sales Relationship Manager
Nayan M Vala Securities Pvt Ltd. • Republic Of India, IN
Institutional Equity Sales professional.Mutual Funds and Insurance Companies.Service existing institutional clients with timely equity ideas, corporate access, and research insights.Identify and on...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
PurpleFinch • Republic Of India, IN
PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations.
We specialize in providing tailored financial solutions, includ...Show more
Last updated: 1 day ago • Promoted
Relationship Manager
upGrad Rekrut • Republic Of India, IN
Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers.
They focus on understanding client needs, providi...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Axis Bank Limited • Chennai, Republic Of India, IN
The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling.
The RM will be responsible for identification of potential c...Show more
Last updated: 7 days ago • Promoted
Insurance Risk Manager
Emarat Maritime, LLC • Republic Of India, IN
The resumes will be shortlisted and moving forward based on the below criteria's ONLY.For further details contact Rose Maria-050-5721201 or email-rmaria@emaratmaritime.
Experience : Minimum-7-10 year...Show more
Last updated: 30+ days ago • Promoted
Client Relationship Manager
JSW Realty • Republic Of India, IN
Be the primary point of contact for high-net-worth clients, ensuring a seamless and personalized experience throughout their property journey.
The role involves building and nurturing long-term rela...Show more
Last updated: 1 day ago • Promoted
Client Relationship Manager
Beyond Border • Republic Of India, IN
This is an account executive role with end to end ownership from prospecting to closing.This role is ideal for experienced candidates with at least 3 years of track recording in surpassing quota re...Show more
Last updated: 2 days ago • Promoted
Client Relationship Manager
Progenesis IVF Fertility Center • Republic Of India, IN
The ideal candidate will possess strong sales, interpersonal and organizational skills.They should be comfortable with multitasking and be able to budget their resources in order to meet the assign...Show more
Last updated: 17 hours ago • Promoted • New!
Head Of Insurance
Emarat Maritime, LLC • Republic Of India, IN
The resumes will be shortlisted and moving forward based on the below criteria's ONLY.For further details contact Rose Maria-050-5721201 or email-rmaria@emaratmaritime.
Experience : Minimum-7-10 year...Show more
Last updated: 30+ days ago • Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • New Delhi, Republic Of India, IN
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Mango Advisors • Pune, Republic Of India, IN
To Generate Business Across Real Estate Sector (Syndication, Land Intermediation, Asset Management, Strategy).To Be Updated With The Real Estate Market And Wholesale Funding In Real Estate.To Defin...Show more
Last updated: 30+ days ago • Promoted