Relationship Manager – Insurance
Moneyfrog Financial Services Pvt. Ltd.Nashik, Maharashtra, India7 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
Relationship Manager • Nashik, Maharashtra, India
Related jobs
- Promoted
Life Insurance Agent
Life Insurance Corporation of Indianashik, 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
Field Sales Executive
Policybazaar.comNashik, Maharashtra, India Relationship Manager- Field Sales or Direct Sales (Health Insurance or Term Insurance).Pune, Hyderabad, Patiala, Nasik, Ludhiana.
HR Preeti / / Share your resume on WhatsApp : or Email : .Acquire new c...Show moreLast updated: 23 days ago
- Promoted
Partner Relationship Manager
Parrot CTFsnashik, India 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: 1 day ago
- Promoted
Virtual Relationship Manager
upGrad Rekrutnashik, 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: 3 days ago
- Promoted
Relationship Manager
ConfidentialAhmedabad, Nashik We are seeking a motivated and enthusiastic Relationship Manager to join our dynamic team in India.This entry-level role is ideal for freshers who are eager to learn and grow in a client-facing pos...Show moreLast updated: 1 day ago
- Promoted
- New!
Relationship Manager-Team Lead Wealth Management
State Bank of Indianashik, maharashtra, in We are hiring for SBI Bank for Wealth Management Department.Wealth Management Relationship Team.HNI and Affluent client relationships.
The incumbent will manage sales performance, ensure high-qualit...Show moreLast updated: 4 hours ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqnashik, 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: 3 days ago
- Promoted
Insurance Manager
ConfidentialNashik, Noida We are seeking an experienced Insurance Manager to oversee our insurance operations and provide strategic direction to our team.
The ideal candidate will have a solid understanding of insurance prod...Show moreLast updated: 7 days ago
- Promoted
Relationship Manager - ND
ConfidentialAurangabad, Pune, Nasik We are seeking a motivated Relationship Manager to join our team in India.The ideal candidate will have 3-5 years of experience in client management or a similar role, and will be responsible for n...Show moreLast updated: 30+ days ago
- Promoted
- New!
Relationship Manager-SARAL LOANS-Marketing Branches Operations
ConfidentialIndia, Nashik We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment.
The role involves handling cust...Show moreLast updated: 10 hours ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdnashik, 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: 3 days ago
- Promoted
Virtual Relationship Manager-Elite
upGrad Rekrutnashik, 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: 3 days ago
- Promoted
Manager - Captive Insurance
Selections HR Services Private LimitedNashik, 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: 3 days ago
- Promoted
Relationship Manager
Policybazaar.comNashik, Maharashtra, India Relationship Manager- Field Sales or Direct Sales (Health Insurance or Term Insurance).Location : Navi Mumbai, Delhi / NCR, Chennai, Coimbatore, Vijayawada, Bangalore.
Contact Person : HR Preeti / / Share...Show moreLast updated: 10 days ago
- Promoted
Hiring Relationship Manager - Direct Channel
ConfidentialAurangabad, Pune, Nashik Acquire new customers via direct sales, promote insurance products, build client relationships, meet sales targets, maintain records, stay updated on trends, and participate in promotional events.D...Show moreLast updated: 7 days ago
- Promoted
Relationship Manager- All
ConfidentialNasik Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business.
Developing business through consultative engagement with Finance / Treas...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager- (Institutional Sales) PMS & AIF
Nippon India Mutual FundNashik, 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: 3 days ago
- Promoted
Agency development manager - Life insurance
ConfidentialAurangabad, Nasik We have openings for Agency development manager for life insurance company.Mumbai : (Mulund, Thane, Andheri, Chembur, Borivali, Ghatkopar,Kalyan, Vashi, Panvel, Vile Parle, Sion, Mira road).Gujarat : ...Show moreLast updated: 30+ days ago