Talent.com
CYBERPENNY FINTECH LLP
Relationship Manager – Insurance, Loans & InvestmentsCYBERPENNY FINTECH LLP • Rajahmundry, IN
Relationship Manager – Insurance, Loans & Investments

Relationship Manager – Insurance, Loans & Investments

CYBERPENNY FINTECH LLP • Rajahmundry, IN
3 days ago
Job description
Company Description Cyberpenny Fintech LLP is a Chandigarh-based consultancy focused on simplifying complex financial and regulatory requirements for businesses and developers. The firm combines traditional advisory expertise with modern fintech tools to deliver efficient, accurate, and timely solutions. Services span RERA compliance, GST advisory, corporate law, and strategic financial planning, supporting clients primarily across Punjab and Chandigarh. By managing regulatory intricacies, Cyberpenny Fintech LLP enables clients to concentrate on growth and core business operations.
Role Description The Relationship Manager – Insurance, Loans & Investments is a full-time, on-site role based in Chandigarh, India. The role involves managing and growing client relationships by understanding financial needs and recommending suitable insurance products, loan options, and investment solutions. The Relationship Manager will conduct regular client meetings, prepare and explain financial proposals, assist with documentation and application processes, and ensure timely follow-up and resolution of client queries. Responsibilities also include coordinating with internal teams and external partners, maintaining accurate records in CRM or similar tools, tracking portfolio performance, and contributing to business development activities and client retention initiatives.
Qualifications
  • Strong client relationship management skills, including active listening, empathy, and the ability to build long-term trust.
  • Knowledge of insurance products, loan structures, and basic investment concepts, with the ability to explain options clearly to clients.
  • Competence in financial documentation, regulatory awareness (e.g., compliance processes), and attention to detail in reviewing applications.
  • Effective communication and presentation skills in English and local languages, with professional email and phone etiquette.
  • Basic proficiency with digital tools such as CRM systems, spreadsheets, and online financial platforms.
  • Ability to work on-site, manage multiple clients and tasks, and meet targets and timelines in a dynamic environment.
  • Bachelor’s degree in finance, business, commerce, or a related field; relevant certifications in insurance, loans, or investments are an advantage.
  • Prior experience in banking, financial services, or consulting is preferred but not mandatory for highly motivated candidates.
Create a job alert for this search

Relationship Manager – Insurance, Loans & Investments • Rajahmundry, IN

Similar jobs

Customer Success Manager - Sma

BrightEdgeRājahmundry, Republic Of India, IN

Location: Bengaluru / Mumbai / Delhi / Pune (Remote).Timings - EST / PST (4:30 PM to 1:30 AM IST).Senior Individual Contributor | 3–8 years experience.India — Bengaluru, Delhi NCR, Mumbai, Pune, Hy... Show more

 • Promoted

Senior Manager -Operational Resilience

MashreqRājahmundry, Republic Of India, IN

The job holder will support the implementation and ongoing maintenance of the Operational Resilience framework.Reporting to the Head of Business Continuity and Operational Resilience, this role is ... Show more

 • Promoted

Inside Sales Executive

Olive Green ConsultingRājahmundry, Republic Of India, IN

We’re Hiring: Inside Sales Executive – HRMS (Darwinbox).If you are passionate about selling innovative HR technology solutions and enjoy engaging with HR leaders and decision-makers, this opportuni... Show more

 • Promoted

Inside Sales Specialist - Us Market

Interview NodeRājahmundry, Republic Of India, IN

We’re Hiring: Inside Sales Specialist (Night Shift) at Interview Node!.We’re looking for Inside Sales Specialist who can connect with learners, understand their technical backgrounds, and guide the... Show more

 • Promoted

Sales Director (Referral Partner: Commission Only Role)

MacroHireRājahmundry, Republic Of India, IN

Sales and Tech talent acquisition and staffing.We provide both strategic insights into talent hiring and hands-on expertise, enabling firms to attract and hire great talent.Referral Partners (Commi... Show more

 • Promoted

Business Development Manager

The Language SKOOLRājahmundry, Republic Of India, IN

Job Title: Business Development Manager.Business Development Manager – The Language SKOOL.Experience: 4–8 Years (Insurance /EdTech / Education Sales Preferred).Salary: ₹20,000 – ₹45,000 per month (... Show more

 • Promoted

Business Development Manager

Rose InternationalRājahmundry, Republic Of India, IN

Business Development Executive/Manager (US Staffing Industry).We are seeking a proactive and dynamic Business Development Professional to drive new client acquisition and strengthen our market pres... Show more

 • Promoted

Director - Demand Partnerships

strongmetricsRājahmundry, Republic Of India, IN

AI Assisted campaign management.We work with agencies, DSPs, and brands globally, and are expanding programmatic revenue across the US, Israel, and EU markets.This is a high-visibility role reporti... Show more