No longer accepting applications
Only 24h Left : Relationship Manager – Insurance
Moneyfrog Financial Services Pvt. Ltd.Sangli, Maharashtra, India11 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
Only 24H Left Relationship Manager • Sangli, Maharashtra, India
Related jobs
- Promoted
US Mortgage Loan Compliance
Synergykolhapur, maharashtra, in This is a full-time, remote role for a Mortgage Loan Compliance Reviewer located in our Mumbai office, supporting operations in the US mortgage industry.
The position focuses on conducting thorough ...Show moreLast updated: 3 days ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqsangli, maharashtra, in Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 5 days ago
- Promoted
Investor Relations Associate
Talentojkolhapur, India 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: 4 days ago
- Promoted
Manager - Captive Insurance
Selections HR Services Private LimitedKolhapur, IN Finance & Accounting professional.Lead and manage a large team delivering middle-office services across Accounting, Treasury, Risk & Compliance.
Oversee and review management accounts, financial sta...Show moreLast updated: 5 days ago
- Promoted
- New!
Relationship Manager
AAA GlobalKolhapur, 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 moreLast updated: 6 hours ago
- Promoted
- New!
Global Customer Relationship & Sales Manager
Yajur Knowledge Solutionssangli, maharashtra, in What if your next role gave you a front-row seat to the global deal-making world.M&A advisors, and private equity funds… all while based in India?.
We’re a fast-growing global advisory platform blen...Show moreLast updated: 22 hours ago
- Promoted
Relationship Manager
ConfidentialKolhapur In this role, you will be the front-end interface, engaging directly with customers, building positive relationships, and assisting in generating new business.
You will be responsible for resolving ...Show moreLast updated: 30+ days ago
- Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialKolhapur, 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: 5 days ago
- Promoted
Virtual Relationship Manager
upGrad Rekrutkolhapur, 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: 4 days ago
- Promoted
Affiliate Sales Manager – Digital Marketing
Digiperfecto Mediatechkolhapur, maharashtra, in Affiliate Sales Manager (APAC) – Performance Marketing.Company : Digiperfecto Mediatech.Industry : Affiliate Marketing - APAC.
Join our growth-driven team to lead and scale affiliate partnerships that...Show moreLast updated: 5 days ago
- Promoted
Portfolio Relationship Manager-SME-Sales
ConfidentialKolhapur, India The Portfolio Relationship Manager (PRM) in the SME segment of Wholesale Banking is responsible for managing and growing a portfolio of corporate clients with turnover ranging from 50 to 500 crores...Show moreLast updated: 9 days ago
- Promoted
Virtual Relationship Manager-Elite
upGrad Rekrutsangli, maharashtra, in Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.
Drive remittances across all managed and s...Show moreLast updated: 4 days ago
- Promoted
Life Insurance Agent
Life Insurance Corporation of Indiasangli, maharashtra, in The Life Insurance Corporation of India (LIC) is a state-owned life insurance company founded in 1956.Headquartered in Mumbai, Maharashtra, LIC is a key player in the life insurance sector in India...Show moreLast updated: 30+ days ago
- Promoted
Affiliate Manager
Bidshadesangli, maharashtra, in Bidshade is a leading mobile advertising agency specializing in performance marketing and data optimization.Founded in 2019 by digital marketing professionals, Bidshade has quickly become a trusted...Show moreLast updated: 30+ days ago
- Promoted
Corporate Account Manager - HDFC Bank Branch Banking
ConfidentialKarad, India Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations.B Organizational Relationships.
Drive wallet Share in the allocated bank branche...Show moreLast updated: 6 days ago
- Promoted
General & Commercial Insurance Specialist
Money Maximising Advisors Limitedkolhapur, India Money Maximising Advisors is a rapidly growing Irish financial services firm committed to delivering expert advice and tailored insurance solutions.
We help clients across Ireland protect their asse...Show moreLast updated: 1 day ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdkolhapur, 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: 5 days ago
- Promoted
Bancassurance Manager
ConfidentialSangli Client & Partner Engagement : Travel within the assigned location to meet channel partner teams and customers to strengthen business relationships and ensure effective coordination.Sales Support : Ac...Show moreLast updated: 9 days ago