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33 Job openings at Centricity Wealth Tech
Insurance Compliance Officer

Gurugram

2 - 5 years

INR 12.0 - 16.0 Lacs P.A.

Work from Office

Full Time

Job Title: Insurance Compliance Officer Location: Gurgaon Experience: 48 years CTC: Negotiable Industry: Insurance / Financial Services Employment Type: Full-Time Job Description: Centricity is seeking a skilled and experienced Insurance Compliance Officer to ensure ongoing adherence to all applicable laws and IRDAI regulations. The ideal candidate will bring 4–8 years of relevant experience, a strong understanding of compliance frameworks, and a proactive approach to regulatory change and risk management. Key Responsibilities: Ensure company-wide compliance with all applicable IRDAI regulations and insurance laws. Develop, implement, and update compliance policies, procedures, and SOPs. Track regulatory updates and ensure timely communication and implementation across departments. Review and approve marketing materials and collaterals to ensure compliance. Conduct internal compliance reviews and audits; identify and address areas of non-compliance. Recommend corrective actions and monitor their implementation to ensure timely resolution. Prepare periodic compliance reports for senior management and the Board. Maintain comprehensive records of compliance activities and dashboards. Ensure documentation is audit-ready for inspections by regulators. Establish and monitor internal controls to support an effective compliance framework. Drive automation initiatives for compliance tracking and alerts to internal stakeholders. Stay updated with the latest IRDAI circulars and regulatory changes. Prepare presentations and reports for leadership with compliance insights and strategies. Qualifications: Bachelor's degree in Law, Finance, or related field (LLB / CS/Non CS preferred). 3–6 years of experience in a compliance role within the insurance or financial services industry. Strong knowledge of IRDAI regulations. Excellent communication, analytical, and documentation skills. Experience with compliance automation and reporting tools is a plus. Interested candidates can share their resumes at shafali@centricity.co.in

Human Resource Intern

Gurugram

0 - 1 years

INR Not disclosed

Work from Office

Internship

We're looking for HR interns who can join immediatelyideal for candidates eager to kick-start their career in HR operations and recruitment. If you're interested, please share your profile at shafali@centricity.co.in. Candidates who perform well during the internship may be offered a full-time role.

Area Manager/ Relationship Manager-Life Insurance

Gurugram, Bengaluru, Mumbai (All Areas)

4 - 9 years

INR 4.0 - 8.0 Lacs P.A.

Work from Office

Full Time

Responsibilities: Build and drive the growth of the Life Insurance business in the assigned area. Identify, recruit, and onboard major partners for the Life Insurance segment. Coordinate with the Head Office and all partner insurance companies to ensure timely quotes, policy logins, issuance, and training sessions. Conduct joint calls with the sales team and partners to secure high-value, large-ticket cases. Lead and motivate the team and partners to achieve performance targets, including contests and sales goals. Experience: Minimum 5 years of experience in Life Insurance, specifically in B2B or Agency Channel. Skills & Qualifications: Must have excellent knowledge of Life Insurance products and processes. Strong and proven experience in team handling and leadership.

Area Manager-Life Insurance- Mumbai

Mumbai

5 - 9 years

INR 6.0 - 9.0 Lacs P.A.

Work from Office

Full Time

Job Title: Area Manager Life Insurance Vertical: Agency / B2B Location: Mumbai (Thane) Job Summary: We are looking for a dynamic and result-oriented Area Manager to lead and grow our Life Insurance business under the Agency and B2B verticals. The ideal candidate will be responsible for driving revenue through strategic partner acquisition, team leadership, and coordination with insurers for seamless policy issuance. This role requires strong business acumen, in-depth knowledge of life insurance products, and a proven track record in B2B or agency distribution channels. Key Responsibilities: Drive overall Life Insurance business for the assigned territory, ensuring achievement of sales targets and growth objectives Identify, recruit, and onboard high-potential partners for Life Insurance distribution Build and maintain strong relationships with large partners and support them in generating quality leads and converting high-ticket cases Coordinate with the Head Office and insurance companies for quotes, application logins, issuance, training sessions, and other support activities Conduct joint field calls with partners and sales teams to drive business closures Strategize and implement partner and team engagement plans including contests, rewards, and performance incentives Lead and mentor the team, ensuring alignment with organizational goals and performance expectations Track and monitor sales performance, lead conversion ratios, and regularly update business dashboards Required Experience & Skills: Minimum 5 years of experience in Life Insurance sales, specifically in the B2B or Agency channel Strong understanding of Life Insurance products, underwriting, and operational processes Proven experience in managing teams and large partner networks Excellent interpersonal, communication, and leadership skills Ability to independently drive lead generation, conversion, and post-sales coordination Additional Requirements: Strong networking and relationship management abilities Proficiency in MS Office and CRM tools is preferred

Area Manager- Life Insurance- Bangalore

Bengaluru

4 - 9 years

INR 6.0 - 8.5 Lacs P.A.

Work from Office

Full Time

Job Title: Area Manager Life Insurance Vertical: Agency / B2B Location: Bangalore Job Summary: We are looking for a dynamic and result-oriented Area Manager to lead and grow our Life Insurance business under the Agency and B2B verticals. The ideal candidate will be responsible for driving revenue through strategic partner acquisition, team leadership, and coordination with insurers for seamless policy issuance. This role requires strong business acumen, in-depth knowledge of life insurance products, and a proven track record in B2B or agency distribution channels. Key Responsibilities: Drive overall Life Insurance business for the assigned territory, ensuring achievement of sales targets and growth objectives Identify, recruit, and onboard high-potential partners for Life Insurance distribution Build and maintain strong relationships with large partners and support them in generating quality leads and converting high-ticket cases Coordinate with the Head Office and insurance companies for quotes, application logins, issuance, training sessions, and other support activities Conduct joint field calls with partners and sales teams to drive business closures Strategize and implement partner and team engagement plans including contests, rewards, and performance incentives Lead and mentor the team, ensuring alignment with organizational goals and performance expectations Track and monitor sales performance, lead conversion ratios, and regularly update business dashboards Required Experience & Skills: Minimum 5 years of experience in Life Insurance sales, specifically in the B2B or Agency channel Strong understanding of Life Insurance products, underwriting, and operational processes Proven experience in managing teams and large partner networks Excellent interpersonal, communication, and leadership skills Ability to independently drive lead generation, conversion, and post-sales coordination Additional Requirements: Age: Below 35 years Strong networking and relationship management abilities Proficiency in MS Office and CRM tools is preferred

Mis Executive-Lucknow

Lucknow

2 - 7 years

INR 3.5 - 5.0 Lacs P.A.

Work from Office

Full Time

Job Description: We are seeking an experienced MIS Executive with advanced Excel skills to join our team. The ideal candidate will have a minimum of 3 years of experience working with large datasets, creating complex reports, and developing interactive dashboards. This role is crucial in providing insights to management through detailed analysis and data-driven decision-making. Key Responsibilities: Collect, organize, and analyze large datasets to generate MIS reports. Create and maintain advanced Excel reports, utilizing functions such as VLOOKUP, INDEX-MATCH, PivotTables, and Macros. Design interactive dashboards and visualizations for easy data interpretation. Track key performance indicators (KPIs) and provide actionable insights to stakeholders. Automate reporting processes using Excel to improve efficiency. Ensure data integrity and consistency across reports and dashboards. Collaborate with various departments to understand their data requirements and deliver customized reports. Conduct ad-hoc data analysis and assist with strategic decision-making by presenting data clearly. Monitor and analyze trends to help senior management make informed business decisions. Qualifications: Minimum 3 years of experience in an MIS Executive or similar data-related role. Advanced proficiency in Microsoft Excel, including PivotTables, VLOOKUP, INDEX-MATCH, advanced formulas, and Macros. Strong experience in data analysis, reporting, and dashboard creation. Familiarity with other data visualization tools (e.g., Power BI, Tableau) is a plus. Excellent analytical, problem-solving, and organizational skills. Strong attention to detail and the ability to work with large datasets efficiently. Effective communication skills and ability to present complex data clearly.

Relationship Manager-B2B Sales Patna

Patna

2 - 7 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive within T+15 days Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline Minimum 1 year of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Relationship Manager-B2B Sales Pune & Nashik

Nashik, Pune

1 - 6 years

INR 3.0 - 6.5 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive within T+15 days Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline 1–6 years of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Relationship Manager-B2B Sales Chennai

Chennai

2 - 7 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive within T+15 days Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline 1–7 years of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Relationship Manager- Patna

Patna

2 - 7 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive within T+15 days Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline Minimum 1 year of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Relationship Manager-Wealth - Varanasi

Varanasi

2 - 7 years

INR 3.5 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline Minimum 1 year of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Claims Officer-Gurgaon

Gurugram

2 - 5 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Summary: We are seeking a dedicated and detail-oriented professional to manage insurance claims on behalf of clients across various lines of business. The ideal candidate will ensure accurate documentation, effective coordination with insurers, and timely settlement of claims, while maintaining high standards of service and compliance. Key Responsibilities: Register and manage claims across multiple insurance segments (e.g., Health, Motor, Property, Marine, etc.) Liaise with clients and insurance companies to collect required claim documents and provide status updates Monitor and ensure timely follow-ups to drive claim resolution and settlements Maintain accurate claim records and prepare regular MIS reports for internal and client use Ensure adherence to regulatory requirements and internal company standards throughout the claims process Proactively follow up with insurers to expedite claim approvals and settlements Escalate delays, disputes, or complex claims to senior management or resolve through effective negotiation Candidate Requirements: Graduate degree (preferably in Commerce, Insurance, or a related field) 25 years of experience in claims handling within a broking firm or insurance company Strong knowledge of insurance products and end-to-end claim processes Effective communication and interpersonal skills, with a focus on client servicing and coordination High attention to detail and the ability to manage multiple claims simultaneously

Relationship Manager- Wealth- Bareilly

Bareilly

2 - 7 years

INR 4.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline Minimum 1 year of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Relationship Manager- Chennai

Chennai

2 - 7 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive within T+15 days Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline 1–7 years of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Relationship Manager- Pune & Nashik

Nashik, Pune

1 - 6 years

INR 3.0 - 6.5 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive within T+15 days Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline 1–6 years of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Claims Officer- Insurance Gurgaon

Gurugram

2 - 5 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Summary: We are seeking a dedicated and detail-oriented professional to manage insurance claims on behalf of clients across various lines of business. The ideal candidate will ensure accurate documentation, effective coordination with insurers, and timely settlement of claims, while maintaining high standards of service and compliance. Key Responsibilities: Register and manage claims across multiple insurance segments (e.g., Health, Motor, Property, Marine, etc.) Liaise with clients and insurance companies to collect required claim documents and provide status updates Monitor and ensure timely follow-ups to drive claim resolution and settlements Maintain accurate claim records and prepare regular MIS reports for internal and client use Ensure adherence to regulatory requirements and internal company standards throughout the claims process Proactively follow up with insurers to expedite claim approvals and settlements Escalate delays, disputes, or complex claims to senior management or resolve through effective negotiation Candidate Requirements: Graduate degree (preferably in Commerce, Insurance, or a related field) Minimum 2 years of experience in claims handling within a broking firm or insurance company Strong knowledge of insurance products and end-to-end claim processes Effective communication and interpersonal skills, with a focus on client servicing and coordination High attention to detail and the ability to manage multiple claims simultaneously

Relationship Manager- B2B Sales Raipur

Raipur

1 - 6 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive within T+15 days Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline 1–3 years of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Relationship Manager- B2B Jalandhar/Amritsar

Jalandhar, Amritsar

2 - 7 years

INR 3.5 - 5.5 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive . Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline 16 years of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

Relationship Manager -Commercial Insurance

Gurugram

2 - 7 years

INR 6.0 - 9.0 Lacs P.A.

Work from Office

Full Time

Relationship Manager Commercial Lines (All Lines of Business) Department: Commercial Insurance Role Summary: We are seeking a proactive, detail-oriented, and driven Relationship Manager – Commercial Lines to lead coordination across all commercial insurance verticals, including but not limited to Fire, Marine, Engineering, and related lines . This role is pivotal in ensuring seamless interaction between internal sales teams, insurance partners, and underwriting departments. The ideal candidate will also play a critical role in onboarding new partners and enhancing operational efficiency to support business scalability and growth. Key Responsibilities: End-to-End Policy Coordination: Manage the complete lifecycle of commercial insurance policies—from quote sharing and documentation to issuance and closure. Stakeholder Liaison: Act as a central point of contact between the insurer’s commercial underwriting team and internal stakeholders, including sales and partner management teams. Partner Onboarding & Enablement: Facilitate timely onboarding, training, and enablement of new commercial insurance partners to drive expansion and efficiency. Performance Tracking: Maintain and update real-time dashboards to monitor lead status, policy conversion rates, and overall performance metrics. Documentation & Compliance: Ensure all policy-related documentation is accurate, complete, and compliant with regulatory and internal audit requirements. Continuous Improvement: Identify process gaps and collaborate with crossfunctional teams to implement operational enhancements. Preferred Candidate Profile: Education: Graduate degree in any discipline (Bachelor’s degree minimum) Experience: Minimum 2years of experience in commercial insurance coordination, relationship management, or sales support Industry Knowledge: Working understanding of commercial insurance products (e.g., Fire, Marine, Engineering, etc.) and basic underwriting principles Skills: Strong interpersonal and communication abilities, with a focus on effective stakeholder and partner management Proficiency in Microsoft Excel and other business tools (e.g., CRM systems, dashboards) for reporting and data analysis Ability to manage multiple tasks and work under tight deadlines with strong attention to detail

Relationship Manager-Insurance -Gorakhpur

Gorakhpur

1 - 6 years

INR 3.5 - 6.0 Lacs P.A.

Work from Office

Full Time

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive . Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline 2 years of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting

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