We are seeking a highly motivated and experienced Relationship Manager/ Sr Manager to join our dynamic team. Candidates from the insurance / insurance broking must apply. The successful candidate will be responsible for developing and maintaining strong relationships with our clients, ensuring their insurance needs are met with exceptional service and expertise. In addition to maintaining existing client relationships, this position will involve identifying opportunities for growth and expansion of the client portfolio. Interested candidates may send their resume ASAP at head.hr@tiptopinsure.in or may connect me at 8420363349. Immediate joiners should be preferred. Skills/ Requirements : Bachelor's degree in business, finance, insurance, or a related field.· Minimum of 4 years of experience in a similar role within the insurance sector.· Proven track record of successfully managing client relationships and achieving business objectives.· Strong analytical and problem-solving skills. Excellent verbal and written communication skills.· Ability to work independently and collaboratively within a team. Organization: Maklav Insurance Brokers Pvt Ltd. Designation: Relationship Manager / Sr Manager. Experience: 4 to 5 yrs. CTC: 4 to 6 lacs. KRA / Key Responsibility Area: 1. Deliver high-quality customer service by promptly addressing client inquiries and concerns and resolving the issues of the clients thereby ensuring client satisfaction & retention 2. Developing and maintaining strong relationships with existing clients. 3. Driving business growth & identifying new opportunities by meeting or exceeding the sales targets leading to revenue generation, ensuring to generate leads through networking and referrals. 4. Staying updated on product knowledge & industry trends. 5. Collaborating with internal teams such as underwriting, claims etc. to ensure smooth service delivery, client satisfaction, timely and accurate policy management. 6. Maintaining accurate records of client interactions & transactions adhering to company policies & procedures, thereby ensuring compliance with regulations. Job Type: Full-time Pay: ₹400,000.00 - ₹600,000.00 per year Schedule: Day shift Work Location: In person Speak with the employer +91 8420363349 Expected Start Date: 16/07/2025
· Reconcile accounts payable and receivable, bank statements and ensure timely bank payments. . Maintaining MIS ( Management Information System). · Assisting in the financial transactions such as payments, utility bills, invoices, purchase orders, reimbursements etc. · Ensuring Statutory compliances like Income Tax, GST and filing of periodic returns · Manage balance sheets and profit/loss statements. · Process & compute tax payments and returns. · Reinforce financial data confidentiality and conduct database backups when necessary · Audit financial transactions and documents. · Compute taxes and prepare tax returns. · Handle monthly, quarterly and annual closings. · Publish financial statements in time. . Issue new policies endorsements , renewals & cancellations with regard to established procedure & timelines. . Data entry & Verifying information prior to policy issuance to ensure accuracy & compliance. . Maintain & manage the accurate documents of issued policies , clients correspondence etc. . Respond to enquiries regarding policy details , status , addressing any related concerns. . Calculate the premiums , refunds, commissions & adjustments . . Ensure all policy issuance processes adhere to relevant insurance regulations & company policies. Mandatory Skills / Competencies required: · Bachelor in Accounts. · Work experience as an Accountant & Policy Issuance at least for 3 yrs. · Advanced MS Excel skills including VLOOKUP’s and pivot tables, journals & ledgers. Preferences : · Excellent knowledge of accounting regulations and procedures, including the Generally Accepted Accounting Principles (GAAP) · Additional certification (CPA or CMA) · Tally will be an additional advantage. . Candidate has to be from the insurance / insurance broking sector Job Type: Full-time Pay: ₹18,000.00 - ₹29,000.00 per month Benefits: Paid sick time Schedule: Day shift Work Location: In person Expected Start Date: 02/08/2025
We are seeking a dynamic and results-driven Territory Manager / Area Manager to lead business development and client acquisition in Kolkata and surrounding regions. The ideal candidate must have extensive experience in insurance or insurance broking and a strong network in the region. Preferred Qualifications: Bachelor's degree (MBA preferred). IRDA certification (if applicable). Existing network of brokers, agents, or corporate clients in Kolkata and nearby areas. Requirements: Skills Required 5–10 years of proven experience in insurance sales / insurance broking (mandatory). Strong knowledge of various insurance products (life/general/health/corporate). Excellent leadership and interpersonal skills. Ability to manage teams and work under pressure. Willingness to travel within the territory. Key Responsibilities 1. Onboard and manage insurance partners and brokers. 2. Ensure compliance with IRDA regulations and internal company policies. 3. Prepare regular reports on business performance, competitor analysis, and market trends. 4. Business Development (Multi-Line Insurance), sales strategy & execution, drive business growth and meet sales targets in assigned territory, thereby generate leads & market penetration. 5. Ensure team management & team leadership, lead a team of sales professionals/ relationship managers to ensure performance management 6. Focus upon Multi Line Products. 7. Maintain Channel Development & Partnership. 8.. Coordinate with the operations department for follow ups etc. 9. Maintain & serve client Relationship Management, Relationship Retention, New Client Acquisition. 10. Recruit/ build the team thereby manage the team with mentorship and leadership. 11. Ensure compliance, renewals, and customer satisfaction in the assigned territory (Kolkata and nearby regions). Job Type: Full-time Pay: ₹500,000.00 - ₹700,000.00 per year Work Location: In person
As a part of this role, you will be responsible for ensuring statutory compliances such as Income Tax, GST, and filing of periodic returns. You will also be managing balance sheets and profit/loss statements to ensure the financial health of the organization. Upholding the confidentiality of financial data and conducting database backups when required will be a key aspect of your responsibilities. Your duties will also include auditing financial transactions and documents, computing taxes, and preparing tax returns accurately. You will be in charge of handling monthly, quarterly, and annual closings efficiently to support the overall financial operations. Additionally, publishing financial statements in a timely manner will be crucial to provide clear insights into the organization's financial performance. Success in this position will be demonstrated through meticulous attention to detail, adherence to regulatory requirements, and the ability to maintain accurate financial records. Your contributions will play a vital role in ensuring the financial stability and compliance of the organization.,
We are seeking a dynamic and results-driven Territory Manager / Area Manager to lead business development and client acquisition in Kolkata and surrounding regions. The ideal candidate must have extensive experience in insurance or insurance broking and a strong network in the region. Location : Kolkata , West Bengal. Performance Incentives will be an additional benefit on exceeding the targets, KRA/ KPI . Interested candidates may connect me at 8420363349 and may mail the resume at " head.hr@tiptopinsure.in ". Preferred Qualifications: Bachelor's degree (MBA preferred). IRDA certification (if applicable). Existing network of brokers, agents, or corporate clients in Kolkata and nearby areas. Requirements: Skills Required 5–10 years of proven experience in insurance sales / insurance broking (mandatory). Strong knowledge of various insurance products (life/general/health/corporate). Excellent leadership and interpersonal skills. Ability to manage teams and work under pressure. Willingness to travel within the territory. Candidates having expertise in the sales domain of team handling roles in the general insurance or insurance broking sectors / verticals , must apply only. Key Responsibilities 1. Onboard and manage insurance partners and brokers. 2. Ensure compliance with IRDA regulations and internal company policies. 3. Prepare regular reports on business performance, competitor analysis, and market trends. 4. Business Development (Multi-Line Insurance), sales strategy & execution, drive business growth and meet sales targets in assigned territory, thereby generate leads & market penetration. 5. Ensure team management & team leadership, lead a team of sales professionals/ relationship managers to ensure performance management 6. Focus upon Multi Line Products. 7. Maintain Channel Development & Partnership. 8.. Coordinate with the operations department for follow ups etc. 9. Maintain & serve client Relationship Management, Relationship Retention, New Client Acquisition. 10. Recruit/ build the team thereby manage the team with mentorship and leadership. 11. Ensure compliance, renewals, and customer satisfaction in the assigned territory (Kolkata and nearby regions). Job Type: Full-time Pay: ₹500,000.00 - ₹1,000,000.00 per year Benefits: Work from home Work Location: In person