Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with companys policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. Role & responsibilities Preferred candidate profile
Company profile: Turtlemint is one of India's largest B2B insurance distribution platforms. Launched in 2015, Turtlemint empowers the financial advisors, both individuals and large financial sector organizations, by offering them a comprehensive technology platform for end to end insurance servicing needs of their customers. The platform enables training & licensing of the advisors, enables paperless transactions across insurance categories and companies, and offers support for post-sale servicing such as claims and renewals. With an owned advisor network of over 100,000+ across 700 cities PAN India and powered by its multilingual app, Turtlemint is able to fulfil 92% of the market needs. Turtlemint is also working with multiple banks and 40+ insurers in India, and 1 bank and 4 insurers in UAE, and these projects are currently at various stages of implementation. Approximately 2 Mn+ policies are sold & 6 Mn+ quotes are issued through the platform annually. The company has raised more than $ 69.0 Mn by top VCs globally viz. Sequoia Capital, Nexus Venture Partners, Blume Ventures, Jungle Ventures, GGV Capital, American Family Ventures, MassMutual Ventures & SIG. Turtlemint aims to demystify insurance by explaining the jargon in a simple way and providing smart tools to help a user make the right choice. From search to purchase, the entire process can be completed online in just a few clicks. Turtlemint offers insurance and other financial across categories like motor insurance, health insurance, life insurance and other sachet insurance products. Our objective is to make insurance buying transparent, simple, easy and empower the end consumers to make the right decision of buying insurance through right advice. Role/Designation : Relationship Manager Reporting Manager : City Head Location : Multiple Regions / Cities Roles & Responsibilities : Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with companys policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. Desired Profile: Education - Full time HSC or Graduation. Experience - 1+ year of experience in Sales and BD Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage. Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire, Property, etc) credit cards, loans, NPS, etc Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders. IT Skills - Proficient with Microsoft Office Suite or related software. 1
Company profile: Turtlemint is one of India's largest B2B insurance distribution platforms. Launched in 2015, Turtlemint empowers the financial advisors, both individuals and large financial sector organizations, by offering them a comprehensive technology platform for end to end insurance servicing needs of their customers. The platform enables training & licensing of the advisors, enables paperless transactions across insurance categories and companies, and offers support for post-sale servicing such as claims and renewals. With an owned advisor network of over 100,000+ across 700 cities PAN India and powered by its multilingual app, Turtlemint is able to fulfil 92% of the market needs. Turtlemint is also working with multiple banks and 40+ insurers in India, and 1 bank and 4 insurers in UAE, and these projects are currently at various stages of implementation. Approximately 2 Mn+ policies are sold & 6 Mn+ quotes are issued through the platform annually. The company has raised more than $ 69.0 Mn by top VCs globally viz. Sequoia Capital, Nexus Venture Partners, Blume Ventures, Jungle Ventures, GGV Capital, American Family Ventures, MassMutual Ventures & SIG. Turtlemint aims to demystify insurance by explaining the jargon in a simple way and providing smart tools to help a user make the right choice. From search to purchase, the entire process can be completed online in just a few clicks. Turtlemint offers insurance and other financial across categories like motor insurance, health insurance, life insurance and other sachet insurance products. Our objective is to make insurance buying transparent, simple, easy and empower the end consumers to make the right decision of buying insurance through right advice. Role/Designation : Relationship Manager Reporting Manager : City Head Location : Multiple Regions / Cities Roles & Responsibilities : Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with companys policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. Desired Profile: Education - Full time HSC or Graduation. Experience - 1+ year of experience in Sales and BD Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage. Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire, Property, etc) credit cards, loans, NPS, etc Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders. IT Skills - Proficient with Microsoft Office Suite or related software. 1
Company profile: Turtlemint is one of India's largest B2B insurance distribution platforms. Launched in 2015, Turtlemint empowers the financial advisors, both individuals and large financial sector organizations, by offering them a comprehensive technology platform for end to end insurance servicing needs of their customers. The platform enables training & licensing of the advisors, enables paperless transactions across insurance categories and companies, and offers support for post-sale servicing such as claims and renewals. With an owned advisor network of over 100,000+ across 700 cities PAN India and powered by its multilingual app, Turtlemint is able to fulfil 92% of the market needs. Turtlemint is also working with multiple banks and 40+ insurers in India, and 1 bank and 4 insurers in UAE, and these projects are currently at various stages of implementation. Approximately 2 Mn+ policies are sold & 6 Mn+ quotes are issued through the platform annually. The company has raised more than $ 69.0 Mn by top VCs globally viz. Sequoia Capital, Nexus Venture Partners, Blume Ventures, Jungle Ventures, GGV Capital, American Family Ventures, MassMutual Ventures & SIG. Turtlemint aims to demystify insurance by explaining the jargon in a simple way and providing smart tools to help a user make the right choice. From search to purchase, the entire process can be completed online in just a few clicks. Turtlemint offers insurance and other financial across categories like motor insurance, health insurance, life insurance and other sachet insurance products. Our objective is to make insurance buying transparent, simple, easy and empower the end consumers to make the right decision of buying insurance through right advice. Role/Designation : Relationship Manager Reporting Manager : City Head Location : Multiple Regions / Cities Roles & Responsibilities : Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with companys policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. Desired Profile: Education - Full time HSC or Graduation. Experience - 1+ year of experience in Sales and BD Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage. Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire, Property, etc) credit cards, loans, NPS, etc Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders. IT Skills - Proficient with Microsoft Office Suite or related software. 1
Role & responsibilities Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g. Meeting and interacting with them on a regular basis. Training the financial advisors/agents on our app to serve their customers in the most efficient and effective manner. Driving financial advisors/agents for higher productivity and focusing on renewals. Achievement of Monthly/Quarterly/Yearly targets.
Role & responsibilities Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g. Meeting and interacting with them on a regular basis. Training the financial advisors/agents on our app to serve their customers in the most efficient and effective manner. Driving financial advisors/agents for higher productivity and focusing on renewals. Achievement of Monthly/Quarterly/Yearly targets.
Role & responsibilities Job Title: Relationship Manager - Agency Sales Company: Turtlemint Location: Multiple Locations Across West Bengal Experience Required: 1 to 5 Years in Field Sales Salary: 2.50 LPA 3.25 LPA + Incentives Education: 12th Pass and Above Industry: Insurance, Credit Card, Loans, Bank, Financial Institute, Pharma, Any Distribution Sales Key Responsibilities: Recruit and onboard agents/advisors to drive insurance sales Develop and manage agency network for insurance product distribution Train and support agents to achieve sales targets and improve performance Generate business through agents and maintain strong relationships with them Ensure adherence to company and industry compliance and process standards Regular field visits and client meetings to support agency partners
Role Description : The Company is looking for a Manager to join the Financial Reporting team specifically in charge of monthly book closure, regulatory reporting, Ind AS financial preparations and evaluation of impact analysis. The candidate should also be responsible for the statutory and internal audit related responsibilities. We expect that the role of the person, depending on prior experience will expand quickly. Job Role & Responsibility Evaluation of Ind AS impact analysis on various business transactions Keeping updated with various accounting changes like CARO, Companies Act, IND AS etc. Carrying out monthly general ledger scrutiny / analysis / zeroization of critical accounts. Ensure accurate and timely closure of accounting activities including various audits (statutory/internal) and due diligence Play a role in setting up systems and processes for the company including ERP implementation Ensure the compliance with appropriate regulations and accounting standards and accounting policies. Strong communication skills with confidence in communicating / collaborating with the stakeholders. Ensure records systems are maintained in accordance with generally accepted auditing standards. Lead month end; review and approve monthly journal entries, review account reconciliations, prepare and review monthly reporting packs Document and actively participate in the development of audit procedures and standardised audit checklists. Key Requirements CA 1st Attempt with post-qualification experience of 5 years Deep understanding of financial reporting function Strong communication and stakeholder managementskills with background in Insurance industry Self-starter and ability to thrive in a fast-paced environment.
Marketing Intern Project Contribution: Support the team in running A/B tests and analyzing campaign performance to improve marketing results; Assist in planning and executing both short-term and long-term growth ideas for the business. Work closely with the Data & Analytics team to help create reports and gain insights on marketing performance. Learn to analyze the effectiveness of marketing efforts and contribute to developing strategic initiatives that drive product adoption. A great opportunity to work with cross-functional teams with the product and sales team and gain hands-on experience in strategic marketing and growth. Skills Sets Willingness to learn how to compile and analyse performance data to uncover insights; Basic excel skills with a desire to grow into an expert. Goal-oriented mindset with a strong interest in understanding how marketing strategies drive results. A curious mind-set, ready to try new ideas and approaches Eager to understand how marketing performance is measured and how teams work toward achieving ambitious growth goals.
Social Media Marketing Location: Mumbai Years of Experience: 4-5 years Job Overview If youre a creator who understands the social media algorithm like a cakewalk, thrives on trends, and knows how to build online communities that engage, this role is made for you. As our Social Media Manager, youll drive Turtlemints organic social strategy, overseeing daily channel ops, content planning, performance tracking, and platform innovation across Instagram and YouTube. Youll work closely with Marketing, Brand, Content Creators, Performance Marketing, PR, and CX to ensure our social presence delivers business impact and community love. At Turtlemint, social isnt just pretty posts—it’s about educating, inspiring, and empowering millions with stories that matter, from advisors changing lives in small towns to customers making informed financial decisions. RESPONSIBILITIES Own and manage Turtlemint’s social channels (Instagram, YouTube, Twitter, Facebook, and more). Build and execute strategic content calendars aligned with brand priorities, product launches, and cultural moments. Collaborate with copywriters, content makers, Video teams and designers to create platform-native, thumb-stopping content. Spot and jump on trends fast, whether it’s a trending reel format or a viral conversation that aligns with our voice. Partner with influencer marketing to create impactful collaborations and creator-led campaigns. Track and analyse platform performance, share insights with the team, and adjust strategies for better engagement and reach. Experiment with new formats, features, and creative storytelling to keep us ahead of the curve. QUALIFICATIONS 3-4+ years as a Social Media Manager for a consumer brand (CPG, fintech, or service-based brands preferred). Proven track record of growing channels organically and increasing engagement. Expert knowledge of Instagram and YouTube. Strong understanding of content algorithms, platform analytics, and audience psychology. Experience working with influencers and creators. Creative thinker who can blend education and entertainment seamlessly. Analytical mindset with the ability to turn data into actionable insights. Comfortable in a fast-paced, dynamic work environment. Nice-to-Have: Experience with insurance, fintech, or BFSI sectors. Video editing or scriptwriting skills for short-form content. Understanding of vernacular content and regional social trends in India.
Marketing Intern Project Contribution: Support the team in running A/B tests and analyzing campaign performance to improve marketing results; Assist in planning and executing both short-term and long-term growth ideas for the business. Work closely with the Data & Analytics team to help create reports and gain insights on marketing performance. Learn to analyze the effectiveness of marketing efforts and contribute to developing strategic initiatives that drive product adoption. A great opportunity to work with cross-functional teams with the product and sales team and gain hands-on experience in strategic marketing and growth. Skills Sets Willingness to learn how to compile and analyse performance data to uncover insights; Basic excel skills with a desire to grow into an expert. Goal-oriented mindset with a strong interest in understanding how marketing strategies drive results. A curious mind-set, ready to try new ideas and approaches Eager to understand how marketing performance is measured and how teams work toward achieving ambitious growth goals.
Key Responsibilities: Manage Accounts Receivable Process: Preparing invoicing on daily basis (billing TAT 2 days), and collections to ensure timely and accurate processing. Customer Account Management: Maintain and review customer accounts, resolve discrepancies, and address payment issues promptly. Collections: Develop and implement collection strategies to minimize overdue accounts and reduce bad debts. Reporting and Analysis: Prepare regular reports on receivables aging, cash flow forecasts, and collection status for management review. Maintaining Receivable Data: Collection & TDS entries to be passed on daily basis in SAP & maintain in excel for analysis purpose. 26 AS Reconciliation: Prepare 26AS reconciliation on quarterly basis for audit purpose. Audit: Handling & maintaining all the data for internal & statutory audit on quarterly basis. Required Skills and Qualifications: Bachelors degree in Finance, Accounting, Business Administration, or related field. 3-5 years of experience in accounts receivable, preferably in a supervisory role. Strong knowledge of accounting principles and receivables management. Proficiency in SAP. Excellent analytical, problem-solving, and communication skills.
Payroll Management Manage end-to-end payroll for employees across multiple locations, ensuring accuracy and timeliness. Validate salary inputs including new joiners, exits, attendance, leave, incentives, variable pay, arrears, and reimbursements. Ensure seamless payroll processing through HRMS/ERP systems and liaise with finance for disbursement. Handle full & final settlements and related statutory clearances. Implement process improvements to enhance payroll efficiency and accuracy. Compliance & Statutory Management Ensure compliance with all applicable labor laws and statutory requirements: PF, ESI, PT, Gratuity, Bonus, LWF, Shops & Establishment, CLRA, and Income Tax . Oversee filings, challans, and returns in line with government deadlines. Liaise with external consultants, auditors, and authorities for compliance audits and inspections. Monitor changes in labor laws, taxation, and regulatory updates; recommend timely adjustments in policies and processes. Maintain and update statutory registers, employee records, and compliance documentation. Stakeholder Management Partner with HR, Finance, Risk, Compliance and Audit and business teams to address payroll and compliance queries. Manage vendor relationships with payroll service providers and compliance consultants. Act as a subject matter expert for payroll and statutory compliance. Analytics & Reporting Prepare periodic payroll MIS reports, cost analytics, and compliance dashboards for management review. Ensure accurate reconciliation of payroll with accounting and finance systems. Preferred candidate profile Bachelors degree in Commerce, Finance, or Human Resources ; MBA/PGDM preferred. 8–12 years of experience in payroll and compliance, preferably in a technology/financial services/insurance sector. Strong knowledge of Indian labor laws, social security legislations, and income tax provisions . Hands-on experience with HRMS/Payroll systems (DarwinBox, ADP, etc.). Advanced proficiency in MS Excel and analytical reporting. Strong attention to detail, confidentiality, and integrity. Excellent communication and stakeholder management skills.
Role & Responsibilities - Supervision and Leadership : Oversee & ensuring the team is meeting performance targets, maintaining good relationship with DPs and providing quality customer service. Guide, motivate, and manage a team of key account managers to achieve their individual and collective goals. - Performance Monitoring and Reporting : Monitor center metrics, such as call volume, response time, and sales numbers, customer satisfaction scores. Analyze data to identify areas for improvement and ensure that the team is meeting or exceeding key performance indicators (KPIs). - Problem Resolution and Escalation : Address and resolve complex customer issues or complaints that agents are unable to handle. Serve as the point of escalation for challenging situations and provide effective solutions to enhance customer satisfaction. - T eam handling : Must have team handling Experience and also capable of building team of RMs in their location. Skill Requirements; - Minimum work experience of 8 years of which proven work experience in Insurance Sales - Insurance experience / Start up Experience - Maturity to handle the team - Should be able to take responsibility of monthly numbers and deliver the same - Understand and align with the company policies - Maintain highest level of business hygiene - Strategize and constantly innovate (if situation demands) - Should be aware of the market developments - Maintain good relationship with clients as well as insurance companies
Role & responsibilities Job Title: Relationship Manager - Agency Sales Company : Turtlemint Location: Multiple Locations Across Karnataka Experience Required : 1 to 3 Years in Field Sales Salary : 2 LPA to 4 LPA + Incentives Education : 12th Pass and Above Industry : Insurance, InsurTech, Financial Institute, Any Distribution Sales Key Responsibilities: Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with companys policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.
Role & responsibilities Job Title: Relationship Manager - Agency Sales Company : Turtlemint Location: Multiple Locations Across Telangana Experience Required : 1 to 3 Years in Field Sales Salary : 2 LPA to 4 LPA + Incentives Education : 12th Pass and Above Industry : Insurance, InsurTech, Financial Institute, Any Distribution Sales Key Responsibilities: Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with companys policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization.
Company profile: Turtlemint is one of India's largest B2B insurance distribution platforms. Launched in 2015, Turtlemint empowers the financial advisors, both individuals and large financial sector organizations, by offering them a comprehensive technology platform for end to end insurance servicing needs of their customers. The platform enables training & licensing of the advisors, enables paperless transactions across insurance categories and companies, and offers support for post-sale servicing such as claims and renewals. With an owned advisor network of over 100,000+ across 700 cities PAN India and powered by its multilingual app, Turtlemint is able to fulfil 92% of the market needs. Turtlemint is also working with multiple banks and 40+ insurers in India, and 1 bank and 4 insurers in UAE, and these projects are currently at various stages of implementation. Approximately 2 Mn+ policies are sold & 6 Mn+ quotes are issued through the platform annually. The company has raised more than $ 69.0 Mn by top VCs globally viz. Sequoia Capital, Nexus Venture Partners, Blume Ventures, Jungle Ventures, GGV Capital, American Family Ventures, MassMutual Ventures & SIG. Turtlemint aims to demystify insurance by explaining the jargon in a simple way and providing smart tools to help a user make the right choice. From search to purchase, the entire process can be completed online in just a few clicks. Turtlemint offers insurance and other financial across categories like motor insurance, health insurance, life insurance and other sachet insurance products. Our objective is to make insurance buying transparent, simple, easy and empower the end consumers to make the right decision of buying insurance through right advice. Role/Designation : Relationship Manager Reporting Manager : City Head Location : Bandra, Dadar, Ghatkopar, Umroli, Boisar, Vangaon, Safale, Kelva Road, Shahad, Ambivli,Titwala, Khadavli, Vashind, Asangaon, Atgaon,Thansit. Khardi Bharuch, Ankleshwar, Surendranagar, Morbi, Limdi, Junagadh, Jamnagar, Roles & Responsibilities : Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with company's policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. Desired Profile: Education - Full time HSC or Graduation. Experience - 1+ year of experience in Sales and BD Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage. Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire, Property, etc) credit cards, loans, NPS, etc Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders. IT Skills - Proficient with Microsoft Office Suite or related software.
Company profile: Turtlemint is one of India's largest B2B insurance distribution platforms. Launched in 2015, Turtlemint empowers the financial advisors, both individuals and large financial sector organizations, by offering them a comprehensive technology platform for end to end insurance servicing needs of their customers. The platform enables training & licensing of the advisors, enables paperless transactions across insurance categories and companies, and offers support for post-sale servicing such as claims and renewals. With an owned advisor network of over 100,000+ across 700 cities PAN India and powered by its multilingual app, Turtlemint is able to fulfil 92% of the market needs. Turtlemint is also working with multiple banks and 40+ insurers in India, and 1 bank and 4 insurers in UAE, and these projects are currently at various stages of implementation. Approximately 2 Mn+ policies are sold & 6 Mn+ quotes are issued through the platform annually. The company has raised more than $ 69.0 Mn by top VCs globally viz. Sequoia Capital, Nexus Venture Partners, Blume Ventures, Jungle Ventures, GGV Capital, American Family Ventures, MassMutual Ventures & SIG. Turtlemint aims to demystify insurance by explaining the jargon in a simple way and providing smart tools to help a user make the right choice. From search to purchase, the entire process can be completed online in just a few clicks. Turtlemint offers insurance and other financial across categories like motor insurance, health insurance, life insurance and other sachet insurance products. Our objective is to make insurance buying transparent, simple, easy and empower the end consumers to make the right decision of buying insurance through right advice. Role/Designation : Relationship Manager Reporting Manager : City Head Location : Krishnagiri, Thirupathur and Hosur (Tamil Nadu) Roles & Responsibilities : Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with company's policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. Desired Profile: Education - Full time HSC or Graduation. Experience - 1+ year of experience in Sales and BD Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage. Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire, Property, etc) credit cards, loans, NPS, etc Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders. IT Skills - Proficient with Microsoft Office Suite or related software.
Company profile: Turtlemint is one of India's largest B2B insurance distribution platforms. Launched in 2015, Turtlemint empowers the financial advisors, both individuals and large financial sector organizations, by offering them a comprehensive technology platform for end to end insurance servicing needs of their customers. The platform enables training & licensing of the advisors, enables paperless transactions across insurance categories and companies, and offers support for post-sale servicing such as claims and renewals. With an owned advisor network of over 100,000+ across 700 cities PAN India and powered by its multilingual app, Turtlemint is able to fulfil 92% of the market needs. Turtlemint is also working with multiple banks and 40+ insurers in India, and 1 bank and 4 insurers in UAE, and these projects are currently at various stages of implementation. Approximately 2 Mn+ policies are sold & 6 Mn+ quotes are issued through the platform annually. The company has raised more than $ 69.0 Mn by top VCs globally viz. Sequoia Capital, Nexus Venture Partners, Blume Ventures, Jungle Ventures, GGV Capital, American Family Ventures, MassMutual Ventures & SIG. Turtlemint aims to demystify insurance by explaining the jargon in a simple way and providing smart tools to help a user make the right choice. From search to purchase, the entire process can be completed online in just a few clicks. Turtlemint offers insurance and other financial across categories like motor insurance, health insurance, life insurance and other sachet insurance products. Our objective is to make insurance buying transparent, simple, easy and empower the end consumers to make the right decision of buying insurance through right advice. Role/Designation : Relationship Manager Reporting Manager : City Head Location : Kakinada, Vishakapatnam, Tirupati, Nellore, Vijaywada & Anantapur Roles & Responsibilities : Recruiting and Managing team of financial advisors/agents. Managing the complete life cycle of financial advisors/agents e.g., Meeting and interacting with them on regular basis Training the financial advisors/agents on our app for servicing their customers in most efficient and effective manner Driving partners for higher productivity and focus on renewals and ensuring that focus is not diluted. Achievement of Monthly/Quarterly/Yearly targets as assigned by the manager/organization from time to time. Understanding and aligning with company's policies and ensure full compliance. Maintaining the highest level of business hygiene. Identifying new approaches to enhance reach and generate more sales in the assigned region. Working on distribution of Motor, Life & health Insurance and loans, credit card, NPS, etc and products as and when introduced by the organization. Desired Profile: Education - Full time HSC or Graduation. Experience - 1+ year of experience in Sales and BD Knowledge - In-depth understanding of business context. Understanding of Insurance and Financial products is an added advantage. Exposure - Familiarity with all types of insurance plan and financial products (Life, Health, Motor, fire, Property, etc) credit cards, loans, NPS, etc Communication - Excellent verbal and written communication skills and ability to liaise with multiple stakeholders. IT Skills - Proficient with Microsoft Office Suite or related software.
Role & Responsibilities - Supervision and Leadership : Oversee & ensuring the team is meeting performance targets, maintaining good relationship with DPs and providing quality customer service. Guide, motivate, and manage a team of key account managers to achieve their individual and collective goals. - Performance Monitoring and Reporting : Monitor center metrics, such as call volume, response time, and sales numbers, customer satisfaction scores. Analyze data to identify areas for improvement and ensure that the team is meeting or exceeding key performance indicators (KPIs). - Problem Resolution and Escalation : Address and resolve complex customer issues or complaints that agents are unable to handle. Serve as the point of escalation for challenging situations and provide effective solutions to enhance customer satisfaction. - T eam handling : Must have team handling Experience and also capable of building team of RMs in their location. Skill Requirements; - Minimum work experience of 8 years of which proven work experience in Insurance Sales - Insurance experience / Start up Experience - Maturity to handle the team - Should be able to take responsibility of monthly numbers and deliver the same - Understand and align with the company policies - Maintain highest level of business hygiene - Strategize and constantly innovate (if situation demands) - Should be aware of the market developments - Maintain good relationship with clients as well as insurance companies