Acquisition Manager

Job Title : Relationship Manager – InsuranceLocation : ChemburEmployment Type : Full-TimeExperienced / Fresher- 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.