No longer accepting applications
Relationship Manager - Insurance
Moneyfrog Financial Services Pvt. Ltd.Maharashtra, India15 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 (Minimum 3 Years)
- 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 • Maharashtra, India
Related jobs
- Promoted
Virtual Relationship Manager
upGrad Rekrutaurangabad, maharashtra, in Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.
Drive remittance business across managed and sourced p...Show moreLast updated: 2 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltdaurangabad, maharashtra, 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 moreLast updated: 30+ days ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdaurangabad, maharashtra, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 2 days ago
- Promoted
Relationship Manager-Insurance Broking - E
ConfidentialAurangabad, India Conduct regular field visits to societies, industrial areas, and colonies to promote insurance products.Achieve monthly GWP and sales targets through direct sales and agent networks.Recruit, activa...Show moreLast updated: 6 days ago
- Promoted
Relationship Manager – Insurance
Moneyfrog Financial Services Pvt. Ltd.maharashtra, maharashtra, in Relationship Manager – Insurance.Proven experience in acquiring and managing insurance clients across life, health, and general insurance segments.
Must be able to explain insurance plans, assess cl...Show moreLast updated: 6 days ago
- Promoted
Partner Relationship Manager
Parrot CTFsAurangabad, IN Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform.
With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 2 days ago
- Promoted
Relationship Manager
Policybazaar.comMaharashtra, India Relationship Manager- Field Sales or Direct Sales (Health Insurance or Term Insurance).Navi Mumbai, Delhi / NCR, Chennai, Coimbatore, Vijayawada, Bangalore.
HR Preeti / / Share your resume on WhatsApp : ...Show moreLast updated: 1 day ago
- Promoted
Branch : Relationship Manager - Priority Banking
ConfidentialAurangabad, India The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy.
Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 30+ days ago
- Promoted
- New!
Senior Relationship Manager
HDFC securitiesaurangabad, maharashtra, in Relationship Manager / Senior Relationship Manager - Ahmedabad.Execution of trade orders on behalf of clients.Building relationships with clients & educating them about Investments.Buying and selling...Show moreLast updated: 9 hours ago
- Promoted
Corporate Relationship Manager
Disha Capitalmaharashtra, maharashtra, in Corporate Relationship Manager.We are seeking a tech-savvy, results- Techo Marking – Insurance Broking to drive corporate insurance sales and business growth.
The role combines strategic sales, digi...Show moreLast updated: 2 days ago
- Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialAurangabad, India We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.
This role involves acquiring new clients, deepeni...Show moreLast updated: 6 days ago
- Promoted
Relationship Manager- (Institutional Sales) PMS & AIF
Nippon India Mutual FundAurangabad, IN The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 2 days ago
- Promoted
Relationship Manager
Anand Rathi Share and Stock Brokers Ltdaurangabad, maharashtra, in The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals / clients.
Their primary role is to provide personalized financ...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
ConfidentialAurangabad We are looking for a dynamic and customer-focused Relationship Manager to join our team.The ideal candidate will be responsible for generating new business, building strong customer relationships, ...Show moreLast updated: 30+ days ago
- Promoted
Investor Relations Associate
TalentojAurangabad, IN Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge.
Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 2 days ago
- Promoted
Relationship Manager - All
ConfidentialAurangabad Maintaining a deep knowledge of company products and services.Building and maintaining strong relationships with prospective and existing clients.
Researching and pursuing new business opportunities...Show moreLast updated: 30+ days ago
Associate Relationship Manager
Insurance DekhoJalna, Maharashtra, IN Associate Relationship Manager.We are seeking a dynamic Associate Relationship Manager to join our team in Jalna.This role is perfect for someone with 1-3 years of experience in the insurance secto...Show moreLast updated: 30+ days ago
- Promoted
Premier Relationship Manager-Digital Banking Kotak 811-Sales
ConfidentialAurangabad, India As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking exper...Show moreLast updated: 6 days ago