Company Description Finhaat is a financial product delivery platform that focuses on serving the emerging middle class and lower income segment primarily in Rural, Tier 3 and Tier 4 cities. The company offers a complete range of Insurance products through Finhaat Insurance Broking Pvt. Ltd. Role Description This is a full-time on-site role for a Relationship Manager (Retail Sales - Insurance) located in Jabalpur. The Relationship Manager will be responsible for managing relationships with retail customers, selling insurance products, and providing excellent customer service on a day-to-day basis. Qualifications Sales and Customer Relationship Management skills Knowledge of Insurance products Strong communication and negotiation skills Ability to work in a fast-paced environment Experience in retail sales or insurance industry is a plus Bachelor's degree in Business, Finance, or related field Show more Show less
Job Description Job Title: Area Manager - Corporate Sales Qualification: Bachelor's/Master’s degree Experience: 3-10 Years Location: Delhi Gurgaon & Noida, Chennai, Surat, Hyderabad, Pune, Bangalore, Jaipur & Ahmedabad Domain: Corporate Insurance We are looking for experienced professional in Strategic Planning, Sales & Marketing, Business Development, Product Management & Key Accounts Management and Client Servicing. Duties Generating Leads and Building Relationships: Identifying potential clients, contacting them, and building rapport to understand their insurance needs. Understanding Client Needs: Assessing a business's risk profile and recommending the most suitable insurance policies. Customer: Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same. Make client lists Visit key existing clients on a periodical basis Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients Collect premium cheque on time Provide best possible client service with respect to all new clients by Coordinating with the underwriting team to get renewal notice issued and the renewals done on time Engaging with insurance companies and coordinating with the claims team to enable settlement of claims Give timely inputs for MIS to management Classify potential customers into A-B-C category and implement the following action: Cater to all requirements through close liaising with respect to A category and close Liaise with B category to covert the leads Maintain the C category in the database and schedule follow-up Selling Insurance Products: Presenting insurance options, negotiating terms, and closing deals. Understand Affinity practice and provide innovation & relevant insurance solutions to the clients to enhance their business productivity or brand positioning. Building and strengthen relationships with insurers, wellness aggregators and clients while innovating affinity solutions which benefits the whole eco system. Set focus on a few target sectors but the core of this business would be innovation New Solutions benefiting clients on business, balance sheet and brand value Ability to understand the client, their industry and their risks and match them with potential Global Solutions Individually initiate and close new business opportunities from potential clients and wherever required, support the Operations Lead/Team Leader for a seamless execution. Responsible for improving client retention revenue, cross/up sell opportunities and developing ROI Client Wise People Growth: Acquire product knowledge and always keep self-updated with latest variations in product offerings Attend training sessions (external/ internal) and working on on-job assignments to implement new learning Achieving Sales Targets: Meeting or exceeding set sales quotas and revenue goals. Maintaining Client Relationships: Providing ongoing support, addressing inquiries, and ensuring client satisfaction. Staying Informed: Keeping up-to-date with industry trends, new products, and regulatory changes. Knowledge: Strong understanding of insurance products, especially those relevant to corporate clients. Skills: Excellent communication, negotiation, and presentation skills are essential. Qualifications Graduation/ Post Graduation Show more Show less
Company Description Finhaat is a financial product delivery platform focused on the emerging middle class and lower income segment in Rural, Tier 3, and Tier 4 cities. The platform offers a complete range of insurance products through Finhaat Insurance Broking Pvt. Ltd. Role Description This is a full-time on-site role for a Regional Sales Manager - Group Institutional Sales & Services located in Indore. The role involves managing group institutional sales, developing sales strategies, acquiring new clients, and maintaining relationships with existing clients. Qualifications Sales Strategy Development, Client Acquisition, and Relationship Management skills Knowledge of financial products, specifically insurance Strong communication and negotiation skills Ability to analyze market trends and competitor activities Experience in managing sales teams Bachelor's degree in Business Administration, Marketing, or related field Previous experience in insurance sales is a plus Knowledge of the Rural, Tier 3, and Tier 4 city market segments
You will be joining Finhaat, a financial product delivery platform dedicated to catering to the emerging middle class and lower income segment predominantly in Rural, Tier 3, and Tier 4 cities. As a Relationship Manager (Retail Sales - Insurance) based in Jabalpur, your primary responsibility will revolve around nurturing relationships with retail customers, promoting insurance products, and ensuring top-notch customer service on a daily basis. To excel in this role, you should possess strong sales and customer relationship management abilities. A solid understanding of insurance products is crucial, along with exceptional communication and negotiation skills. Adaptability to thrive in a fast-paced setting is essential, while prior experience in retail sales or the insurance industry would be advantageous. A Bachelor's degree in Business, Finance, or a related field will be beneficial for this position.,
As a Relationship Manager (Retail Sales - Insurance) at Finhaat, your role will involve managing relationships with retail customers, selling insurance products, and providing excellent customer service on a day-to-day basis. Key Responsibilities: - Managing relationships with retail customers - Selling insurance products - Providing excellent customer service Qualifications Required: - Sales and Customer Relationship Management skills - Knowledge of Insurance products - Strong communication and negotiation skills - Ability to work in a fast-paced environment - Experience in retail sales or insurance industry is a plus - Bachelor's degree in Business, Finance, or related field,
We are expanding our team in Retail Insurance – Agency Channel and looking for passionate professionals who want to grow in the BFSI sector. 📍 Location: Vikhroli, Mumbai 🏢 Role: Agency Manager / Relationship Manager 🏦 Channel: Agency (Retail Insurance) 💼 Experience: 1+ year in Health & Motor Insurance Sales (Agency / Advisor recruitment preferred) 🎓 Qualification: Graduate (any stream) 💰 CTC Range: ₹3 – ₹4.5 LPA + Lucrative Incentives & Benefits 🧭 Job Responsibility: Recruit, train, and manage Insurance Advisors / Agents Drive business through the Agency Channel Achieve monthly and quarterly sales targets Ensure high-quality business and persistency 🎯 What We Offer: Attractive Incentive Structure Fast-Track Career Growth Supportive Work Culture Opportunity to build your own team 📞 Interested candidates can apply directly by sharing their resume: 👉 [sahil.yadav@finhaat.com] 📲 WhatsApp : [9321698745] 🔁 Tag or Refer someone who might be a great fit — referrals are welcome! #Hiring #InsuranceJobs #AgencyManager #BFSI #MumbaiJobs #LifeInsurance #SalesCareer
Company Description Finhaat is a financial product delivery platform designed to support the emerging middle-class and lower-income segments, particularly in rural, Tier 3, and Tier 4 cities. Through its subsidiary, Finhaat Insurance Broking Pvt. Ltd., the company provides a comprehensive range of insurance products to meet diverse customer needs. Finhaat is dedicated to improving financial inclusion and empowering underserved communities by offering accessible and tailored insurance solutions. Role Description This is a full-time on-site role located in Jabalpur for the position of Relationship Manager - Sales Insurance Retail Recruit POSP/MPOSP. The primary responsibilities include building and maintaining strong client relationships, promoting a wide range of insurance products, identifying customer needs, and delivering personalized financial solutions. Other day-to-day tasks involve prospecting and acquiring new clients, providing post-sale support, and achieving sales targets. Qualifications Strong communication, negotiation, and interpersonal skills to build relationships with clients and provide exceptional customer service. Sales and marketing expertise, with the ability to identify customer requirements and match them with suitable insurance products. Good problem-solving and analytical skills for understanding customer challenges and providing appropriate solutions. Knowledge of the insurance domain and financial products is preferred. A proactive and result-oriented approach is essential. Proficiency in local languages and familiarity with the cultural and business context of rural and Tier 3/4 locations is an advantage. A bachelor’s degree in business, finance, marketing, or a related field. Previous sales or relationship management experience in the financial services or insurance industry is desirable.
Role Overview: As a Relationship Manager - Sales Insurance Retail Recruit POSP/MPOSP at Finhaat, located in Jabalpur, your main responsibility will be to build and maintain strong client relationships. You will promote a wide range of insurance products, identify customer needs, and provide personalized financial solutions. Your tasks will include prospecting and acquiring new clients, offering post-sale support, and achieving sales targets. Key Responsibilities: - Build and maintain strong client relationships - Promote a wide range of insurance products - Identify customer needs and provide personalized financial solutions - Prospect and acquire new clients - Offer post-sale support - Achieve sales targets Qualifications: - Strong communication, negotiation, and interpersonal skills - Sales and marketing expertise - Good problem-solving and analytical skills - Knowledge of insurance domain and financial products preferred - Proactive and result-oriented approach - Proficiency in local languages and familiarity with rural and Tier 3/4 locations - Bachelor's degree in business, finance, marketing, or related field - Previous sales or relationship management experience in financial services or insurance industry desirable,
Role Overview: As a Relationship Manager - Sales Insurance Retail Recruit POSP/MPOSP at Finhaat, located in Jabalpur, your main responsibility will be to build and maintain strong client relationships. You will promote a wide range of insurance products, identify customer needs, and deliver personalized financial solutions. Your tasks will also include prospecting and acquiring new clients, providing post-sale support, and achieving sales targets. Key Responsibilities: - Build and maintain strong client relationships - Promote a wide range of insurance products - Identify customer needs and deliver personalized financial solutions - Prospect and acquire new clients - Provide post-sale support - Achieve sales targets Qualifications: - Strong communication, negotiation, and interpersonal skills for building relationships and providing exceptional customer service - Sales and marketing expertise to identify customer requirements and match them with suitable insurance products - Good problem-solving and analytical skills to understand customer challenges and provide appropriate solutions - Knowledge of the insurance domain and financial products preferred; proactive and result-oriented approach required - Proficiency in local languages and familiarity with the cultural and business context of rural and Tier 3/4 locations advantageous - Bachelor's degree in business, finance, marketing, or related field - Previous sales or relationship management experience in the financial services or insurance industry desirable,