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Relationship Manager – Insurance

Relationship Manager – Insurance

Moneyfrog Financial Services Pvt. Ltd.Republic Of India, IN
1 day ago
Job description

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 :

  • Bachelor's degree in Commerce (B.Com), Finance, or related field.
  • MBA in Finance or Insurance specialization preferred.

    • Regulatory / Other Certifications :

  • 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)

    • Key Responsibilities :

  • 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.
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    Relationship Manager • Republic Of India, IN