Insurance Portfolio Manager
Moneyfrog Financial Services Pvt. Ltd.Kurla, Republic Of India, IN30+ 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
Portfolio Manager • Kurla, Republic Of India, IN
Related jobs
)
- Promoted
Lead Specialist / Deputy Manager / Manager – Insurance Broking
Marsh McLennanMumbai, Maharashtra, India We are seeking a talented individual to join our Insurance Broking team at Marsh.This role will be based in Mumbai / Pune.
This is a hybrid role that has a requirement of working at least three days...Show moreLast updated: 30+ days ago
- Promoted
Portfolio Manager - Retail Liabilities
WorkassistMumbai, India Position : Portfolio Manager | Retail Liabilities Work Level : Senior Leadership Industry Type : BankingShow moreLast updated: 30+ days ago
- Promoted
Portfolio Manager
EquirusMumbai, Maharashtra, India Qualification : MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience : 6–8 years of experience in equity research / advisory with exposure to HNI / UHNI client management.Prior le...Show moreLast updated: 18 days ago
- Promoted
- New!
▷ Apply in 3 Minutes! Portfolio Manager
EquirusMumbai, Maharashtra, India Qualification : MBA (Finance), CA, CFA, or equivalent professional qualifications.Experience : 6–8 years of experience in equity research / advisory with exposure to HNI / UHNI client management.Prior ...Show moreLast updated: less than 1 hour ago
- Promoted
Actuarial Professional - General Insurance
Vipsa Talent Solutions Private LimitedMumbai, India About the Role : We are currently seeking Actuarial professionals with a strong background in General Insurance to join our growing actuarial team in Mumbai and Bangal...Show moreLast updated: 30+ days ago
- Promoted
Coverfox - Senior Actuary Role
Coverfox Insurance Broking Pvt LtdMumbai, India Role Overview : We are looking for an experienced Senior Actuary with a strong background in Life Insurance Pricing.You will be responsible for developing and implementing prici...Show moreLast updated: 30+ 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
Mahindra Insurance Brokers - Senior Reinsurance Leader
Mahindra Insurance BrokersMumbai, India Experience : 12+ years in Reinsurance.Are you a reinsurance veteran with a strong network across the Middle East?.MIBL Reinsurance is looking for a dynamic leader to spearhead our Dubai operations a...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
KPMG - Assistant Manager - Actuarial - Life Insurance
KPMG IndiaMumbai, India Primary Responsibilities - Actuarial Audits : Audit of the client's half-yearly and yearly valuation systems for true and fair view.
IFRS current and proposed IFRS 17 [Assum...Show moreLast updated: 30+ days ago
- Promoted
Onsurity - P&C Insurance Sales Manager
OnsurityMumbai, India Responsibilities : - Drive revenue growth by acquiring and managing a portfolio of commercial and personal P&C insurance clients across targeted...Show moreLast updated: 24 days ago
- Promoted
Product Manager - Insurance
XL AdvisorsMumbai, India About Kiwi General Insurance We are not here to patch things up.We're here with a sledgehammer, breaking the old, clunky system and building something fresh, dig...Show moreLast updated: 30+ days ago
- Promoted
Portfolio Coordinator / Pipeline Manager
Cimpress IndiaThane, IN Cimpress has created a new business called Cimpress Open whose mandate will be to excel at serving customers via third-party channels.
Cimpress Open harnesses the power of our state of the art Mass ...Show moreLast updated: 8 days ago
- Promoted
Manager - Credit Risk Analyst (Insurance sector)- US
MUFG Global Service (MGS)Mumbai, India Japans premier bank, with a global network spanning in more than 40 markets.Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to busine...Show moreLast updated: 30+ days ago
- Promoted
AU Small Finance Bank - Manager - Internal Control - Bancassurance
AU SMALL FINANCE BANK LimitedMumbai, India Manager - Bancassurance Internal Control Only person with relevant experience in Insurance Audit & Compliance should apply Brief Obj...Show moreLast updated: 30+ days ago
- Promoted
Retention Marketing Manager - Technical - Insurance
HirlyNavi Mumbai, India About the Role : We are looking for a seasoned Retention Marketing Manager with deep expertise in customer lifecycle management to drive engagement, retention, and loyalty for o...Show moreLast updated: 30+ days ago
- Promoted
RR Finance - Relationship Manager - Insurance
RR FinanceMumbai, India Title : Strategic Client Partner About the Job : Are you a driven and insightful professional with a passion for understanding c...Show moreLast updated: 23 days ago
- Promoted
Europ Assistance - Manager - Portfolio Management
EUROP ASSISTANCE INDIA PRIVATE LIMITEDMumbai, India About the job : Company Description : Europ Assistance India (EA India), established in 2007, offers a range of services including Automotive & Roadside ...Show moreLast updated: 10 days ago