Relationship Manager (Insurance)

Position : Relationship Manager - Insurance (Defense Segment Focus)

Company : DhanRaksha Wealth Advisory

Location : Prestige Meridian, MG Road, Bangalore

Job Type : Full-Time | On-site | 6 Days a Week

About DhanRaksha

At DhanRaksha, we are trusted financial partners for defense and ex-defense personnel who have spent their lives serving others. With over 700 families across India

placing their trust in us, our mission is to provide ethical, transparent, and personalized wealth

management solutions that ensure lifelong financial security.

About the Role

We are seeking a dynamic Relationship Manager with a strong insurance sales background to

join our Bengaluru team. The role involves interacting directly with ex-defense personnel and

their families, helping them understand and secure financial products tailored to their needs.

This is a field-based role involving frequent travel within Bangalore to Army and Air Force

regiments.

Key Responsibilities

1. Lead Generation & Client Interaction

• Visit Indian Army and Air Force regiments across Bengaluru for financial awareness

sessions.

Founder, Mr. Pranav Chabaria.

and insurance needs.

2. Sales Conversion & Documentation

IRDAI guidelines.

3. Post-Sales Service & Relationship Management

Requirements

Why Join DhanRaksha

➞ Opportunity to serve those who have served the nation — ex-defense clients.

➞ Ethical sales approach — no product pushing, only need-based solutions.

➞ Attractive fixed pay with high incentive potential.

➞ Transparent and growth-oriented workplace culture.

➞ Be part of a rapidly expanding team with a 90%+ client retention rate .

Interested candidates can also share their resume with 'NAME—Applying for the role of Relationship Manager (Insurance) at Dhanraksha' in the subject line at [HIDDEN TEXT]

Skills Required

Insurance Sales