Job Title: Relationship Manager – Insurance Location: Chembur Employment Type: Full-Time 1.Experience: 1. Fresher: · Must possess strong theoretical knowledge of insurance products (life, health, general). · Should be prepared to answer basic questions on insurance types, benefits, premium calculation, and claims. · Good communication skills and a client-first mindset are essential. 2. Experienced (Minimum 3 Years): · Proven track record in acquiring and managing insurance clients across life, health, and general insurance segments. · Strong ability to explain insurance plans, assess client needs, compare policies, and handle objections around terms, benefits, and claims. · Comfortable working with both retail and HNI clients. 2.Education: · Bachelor's degree in Commerce (), Finance, or a related field is required. · MBA in Finance or specialization in Insurance is preferred. 3.Regulatory / Other Certifications (Preferred): · IRDAI Life/Health Insurance License · Certification in Financial Planning or Insurance Advisory (e.g., CII, LOMA) · NISM Mutual Funds/Insurance Distribution Modules (if applicable) 4.Key Responsibilities: · Identify customer needs and recommend appropriate insurance solutions (life, health, and general). · Build and maintain strong client relationships, ensuring repeat business and referrals. · Conduct regular policy reviews to ensure adequate and updated coverage. · Stay updated with insurance products, features, market trends, and regulatory changes. · Meet sales and service targets through proactive client engagement. · Support clients in onboarding, documentation, policy issuance, servicing, and claims handling. · Collaborate with investment and financial planning teams to offer holistic financial advisory.
Job Title
Relationship Manager – Insurance