Relationship Manager – Insurance

Job Title :

Relationship Manager – Insurance

Location : Chembur

Employment Type : Full-Time

Experienced / 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.