📢 Job Opening: Relationship Manager Location: Akurdi, PCMC (On-site) Department: Sales & Marketing | HR & Finance Vacancies: 30 (15 Male, 15 Female) CTC: ₹2.5 LPA – ₹5 LPA Job Type: Full-Time | Immediate Joining Target Area: Pune – Satara Region Channel: Bancassurance About the Role: Planner9 Insurance Marketing Pvt. Ltd. is seeking dynamic and motivated individuals for the role of Relationship Manager. This is a full-time, on-site position based in Pune. The role involves working closely with cooperative banks under our Bancassurance tie-ups to promote and sell insurance products. Key Responsibilities: Build and maintain strong, long-term client relationships Conduct client meetings and understand their insurance needs Propose and explain suitable insurance products and solutions Facilitate policy renewals and assist with documentation Handle client queries and ensure prompt resolution Collaborate with internal sales and operations teams to ensure high customer satisfaction Drive business through assigned bank branches under the tie-up model Qualifications & Skills: MBA (Fresher or Experienced) Excellent interpersonal and communication skills Strong relationship-building and client management abilities Basic understanding of insurance products Problem-solving and decision-making aptitude Proficient in MS Office tools (Excel, Word, PowerPoint) Prior experience in insurance or a customer-facing role is an added advantage Bachelor's degree in Business Administration, Finance, or a related field Why Join Us? Work with a fast-growing insurance marketing firm Exposure to leading cooperative banks through Bancassurance partnerships Strong learning environment with on-the-job training Growth opportunities in Sales, Marketing, and Financial Services 📩 To Apply: Email your resume to planner9imf@gmail.com 📱 WhatsApp: 86575 12345 (Whatsapp Only) Be part of a growing team and build a rewarding career in the insurance industry!
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 4-6 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Relationship Manager at Planner9 Insurance Marketing Pvt. Ltd. located in Chinchwad. The Relationship Manager will be responsible for building and maintaining strong client relationships, identifying and pursuing new business opportunities, providing excellent customer service, and ensuring client satisfaction. The individual will also be involved in managing client portfolios, understanding client needs, and offering appropriate insurance solutions. Regular client meetings, both in-person and over the phone, will be a part of day-to-day tasks. Qualifications Client Relationship Management and Customer Service skills Experience in identifying and pursuing new business opportunities Knowledge of insurance products and solutions Excellent communication and interpersonal skills Ability to work independently and manage client portfolios Bachelor’s degree in Business, Marketing, or related field Experience in insurance industry is a plus