No longer accepting applications
Client Relations Manager - Insurance
Moneyfrog Financial Services Pvt. Ltd.Kurlā, Republic Of India, IN12 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 (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
Manager Manager • Kurlā, Republic Of India, IN
Related jobs)
- Promoted
Service Relationship Manager
The Premier Consultants ( Recruitment Company )Mumbai, Maharashtra, India Role : Service Relationship Manager.Provide client service support in : .Accepting and placing transaction orders upon RM and / or client request.
Ensure smooth processing of Accounts with healthy firs...Show moreLast updated: 1 day ago
- Promoted
Senior Solutions Specialist - Insurance broking
Selections HR Services Private LimitedMumbai, Maharashtra, India Job Description : Lead Specialist – SSM : - Placement and premium experience.Insurance domain experience is mandatory.Minimum 7+ years of experience - Indian market experience - Insurance broking e...Show moreLast updated: 1 day ago
- Promoted
Head of Insurance
Emarat Maritime, LLCMumbai, Maharashtra, India 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.
Preferred Experience : Minim...Show moreLast updated: 30+ days ago
- Promoted
Client Partner - Insurance
ConfidentialMumbai As a Consulting leader embedded within the client, the person will be expected to provide best in the class domain and analytics leadership to his / her team.
Insights, impact, and innovation delivere...Show moreLast updated: 30+ days ago
- Promoted
Manager - Captive Insurance
Selections HR Services Private LimitedThane, 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: 8 days ago
- Promoted
Client Servicing Manager
Inextis EventsMumbai, Maharashtra, India Company Description Inextis Events is an award-winning experiential marketing agency based in Mumbai.Since its establishment in 2013, the company has been delivering thoughtful creativity and impe...Show moreLast updated: 30+ days ago
- Promoted
Client Relations Manager
MRCCThāne, Republic Of India, IN MRCC is hiring Bench Sales Executives / Manager.Attractive Salary with excellent incentives.Business Development Executive (Bench Sales Executive) US IT SALES responsible for getting New Leads for ...Show moreLast updated: 30+ days ago
- Promoted
Client Relations Manager
ConfidentialMumbai The Client Relations Manager will be responsible for building and maintaining client relationships, managing communications, crafting sales proposals, assisting the Managing Director, and ensuring ...Show moreLast updated: 12 days ago
- Promoted
Relationship Manager – Insurance
Moneyfrog Financial Services Pvt. Ltd.Kurla, Maharashtra, India 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: 30+ days ago
- Promoted
Client Relations Associate
20 Downtownmumbai, maharashtra, in Downtown is a premium heritage banquet in Churchgate that hosts weddings, corporate events, and private celebrations.We’re known for our elegant architecture, warm hospitality, and seamless event e...Show moreLast updated: 20 days ago
- Promoted
Client Relationship Manager
Saxon Globalmumbai, maharashtra, in Banking & Financial Services sector in India.The role involves driving business growth, managing client engagement, and ensuring delivery excellence across IT services.
Job Description & Key Respons...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Anand Rathi Share and Stock Brokers Ltdgoregaon, maharashtra, in It is direct 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 relatio...Show moreLast updated: 1 day ago
- Promoted
Client Relations Specialist
Narang RealtyThāne, Republic Of India, IN Maintain cordial relations with customers, welcoming clients in a friendly & professional way as they walk-in & exit the sales office.
Filling in the walk-ins’ forms of clients and ensuring all deta...Show moreLast updated: 30+ days ago
- Promoted
MediBuddy - Senior Manager / Manager - Insurance Partnerships
MediBuddyMumbai, India Senior Manager / Manager - Insurance Partnerships (OPD) ( Hunting Role, Client Acquisition) Job Title : Senior Manager - Insurer Partnership ...Show moreLast updated: 30+ days ago
- Promoted
Client Relationship Manager
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITEDMumbai, Maharashtra, India Hiring for Client Relationship Manager role.Job Position - Mumbai CTC - Upto 35 LPA The Corporate is a modern asset management and financial advisory platform focused on transparent, cost-efficie...Show moreLast updated: 4 days ago
- Promoted
Client Relations Lead
Unique PublicityThāne, Republic Of India, IN The ideal candidate will be responsible for driving new business opportunities, managing client relationships, and supporting revenue growth across.
Identify, approach, and convert potential clients...Show moreLast updated: 4 days ago
- Promoted
Manager - Client Reporting
M&G plc.Mumbai, India We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited).
We are a fully owned subsidiary of the M&G gr...Show moreLast updated: 3 days ago
- Promoted
Client Relations Professional
Anand Rathi Share and Stock Brokers LtdGoregaon, Republic Of India, IN It is direct 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 relatio...Show moreLast updated: 1 day ago