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Financial Relationship Manager

1 years

3 - 4 Lacs

Posted:1 week ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Kindly contact and share your up-to-date resume

contact@hrforceindia.com

Kokila- 9356332654

Sapana - 7620282775

Aniket - 7387920199

MINIMUM OF 1 YEAR OF EXPERIENCE IN LIFE INSURANCE IS MUST.

Dear Candidates,

Greetings of the day,

Interview Call - AT A LEADING LIFE INSURANCE COMPANY AS AN FINANCIAL RELATIONSHIP MANAGER - AHMEDABAD

Life Insurance Company is a leading life insurance provider in India, committed to creating lasting value for all stakeholders. A joint venture between European insurance leader and India’s trusted Bank, the Life Insurance Co. empowers individuals to shape the life and lifestyle they aspire to through thoughtful financial planning. Since beginning operations in 2008, we’ve grown rapidly—achieving profitability within just five years—thanks to our focus on innovation and customer-centric solutions. Our comprehensive portfolio includes wealth management, protection, and retirement plans tailored for both individuals and businesses. With a strong presence across India through our branches, banking partners, and advisor network, we continue to make life insurance accessible and impactful nationwide.

Positions :- Financial Relationship Manager

Locations :- AHMEDABAD

Key Responsibilities for Financial Relationship Manager (Direct Channel):

1. Client Relationship Management – Maintain strong client relationships and ensure high customer satisfaction.

2. Needs Assessment – Identify client financial needs and recommend suitable insurance solutions.

3. Sales and Service – Drive sales through lead generation, presentations, and prompt service.

4. Coordination – Collaborate with internal teams to improve service and meet business goals.

5. Compliance – Follow company policies and meet all regulatory requirements.

Kindly share the details mentioned below:

Current CTC :

Expected CTC :

Current Location :

Notice Period :

Total Experience :

Job Types: Full-time, Permanent

Pay: ₹350,000.00 - ₹400,000.00 per year

Work Location: In person

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