This job offer is not available in your country.
Relationship Manager Agency
ConfidentialPune21 days ago
Job descriptionAchieve monthly and quarterly sales targets through the agency network. Promote and sell financial products (e.g., insurance policies, investment plans, etc.) via agents. Drive cross-selling and upselling opportunities. Build and maintain strong, long-term relationships with agency partners. Resolve escalations and support agents in addressing customer queries and objections. Organize agent meetings, recognition programs, and performance reviews. Track agent performance, analyze sales data, and prepare regular reports. Use dashboards and CRM tools to monitor business growth and agent engagement. Share feedback with management on market trends, customer needs, and competitor activities. Ensure agents follow all regulatory and company guidelines. Conduct periodic audits and ensure timely documentation and reporting. Maintain high standards of ethical selling and client servicing.
Key Responsibilities :
1. Agency Recruitment & Development
- Identify, recruit, and onboard high-potential insurance agents / advisors.
- Ensure effective training and development of new agents to drive productivity.
- Provide ongoing support and mentoring to agents for business development.
2. Sales Management
3. Relationship Building
4. Performance Monitoring & Reporting
5. Compliance & Process Adherence
Skills Required
Compliance, Crm, Sales Management, Process Modelling
Create a job alert for this search
Relationship Manager • Pune
Related jobs
![Relationship Manager [3 Days Left]](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=Kotak%20Life)
A national level online platform which facilitates financing of receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers via a bidding model.In the business of openi...Show moreLast updated: 11 days ago
- Promoted
Priority Relationship Manager
ConfidentialPune, India This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show moreLast updated: 21 days ago
- Promoted
Associate Agency Development Manager
ConfidentialPune Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Key Responsibilities / Key Deliverable s : Agent Recruitment Develop various sources of agent hiring & bu...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - Retail Sales - Builder Channel - Housing
ConfidentialPune Aggressively drive the sales numbers and achieve the business targets for home loans and through cross-selling while continuing to enhance and upgrade the client relationships.Retain and expand the...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager- CRM
Gera DevelopmentsPune, Maharashtra, India Over 50 years, 62 projects & approx.We not only create premium residential and commercial projects but deliver novel experiences anchored in our values of trust, quality, customer first and innovat...Show moreLast updated: 19 days ago
- Promoted
Relationship Manager-Business Banking-Affluent-Priority-Regional sales
ConfidentialPune, India Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products / solutio...Show moreLast updated: 21 days ago
- Promoted
Relationship Manager - Bank & Wealth Channel - Asset Management Firm
DSP Eminence Consulting ServicesPune, India Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds Show moreLast updated: 30+ days ago
- Promoted
- New!
Relationship Manager [3 Days Left]
Kotak LifePune, Maharashtra, India Urgent Hiring | Relationship Manager – Wealth Channel Company : Kotak Life Insurance Location : Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | Ahmedabad We’re looking for dynamic ...Show moreLast updated: 2 hours ago
- Promoted
Relationship Manager
ConfidentialPune Develop and implement effective marketing strategies to promote the company's products or services.Plan and execute marketing campaigns across digital and offline channels.Create and manage promoti...Show moreLast updated: 21 days ago
Relationship Manager
Insurance DekhoPune, Maharashtra, IN We are seeking a dedicated Relationship Manager to join our dynamic team in Pune.This role is ideal for professionals with expertise in motor insurance products and a passion for customer relations...Show moreLast updated: 3 days ago
- Promoted
Relationship Manager - Retail Sales - DSA Channel
ConfidentialPune Aggressively drive the sales numbers and achieve the business targets for home loans and through cross-selling while continuing to enhance and upgrade the client relationships.Retain and expand the...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Kotak LifePune, IN Urgent Hiring | Relationship Manager – Wealth Channel.Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | Ahmedabad.
We’re looking for dynamic professionals with experience in the Agency...Show moreLast updated: 20 days ago
- Promoted
Relationship Manager - MF
ConfidentialPune We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank.The ideal candidate will have 1 to 6 years of experience in the BFSI industry...Show moreLast updated: 21 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdPune, Maharashtra, India The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth r...Show moreLast updated: 12 days ago
- Promoted
Relationship Manager
Alpha OrionPune, India About : - Develop MNC business by onboarding new clients and managing existing clients.Revenue maximization - Diversify product p...Show moreLast updated: 30+ days ago
Relationship Manager ( RM)
Talent WorxPune, MH, INQuick Apply
- Promoted
Relationship Manager
KBD Talent Forge India Pvt LtdPune, India Description : About the Role We are seeking an experienced Relationship Manager with a strong background in the automotive passenger vehicle indus...Show moreLast updated: 3 days ago
- Promoted
Relationship Manager
Equitas Small Finance BankPune This role is pivotal in developing and executing effective sales strategies, fostering strong client relationships, and ensuring compliance with all regulatory standards.
The ideal candidate will be...Show moreLast updated: 21 days ago
- Promoted
Relationship Manager - Affluent Banking
ConfidentialPune The role involves building strong, long-lasting relationships with clients and providing exceptional customer service.The Relationship Manager collaborates with various internal teams to ensure the...Show moreLast updated: 30+ days ago