Relationship Manager

Company Description

Bimawalla, powered by Open Box Ventures, is dedicated to simplifying wealth-building and insurance for individuals, professionals, and businesses. With expertise in financial planning, insurance advisory, and investment strategies, Bimawalla helps clients protect their assets and grow their dreams. Bimawalla combines insurance and investments into an accessible, straightforward service, making financial security and growth achievable for all.

Role Description

This is a full-time on-site role for a Relationship Manager, located in Navi Mumbai. The Relationship Manager will be responsible for managing and nurturing client relationships, providing financial planning and advisory services, and supporting clients with their insurance and investment needs. Daily tasks include conducting client meetings, offering tailored financial solutions, and ensuring customer satisfaction. The role involves working closely with the internal team to align strategies and deliver the best outcomes for clients.

Qualifications

• Strong skills in Client Relationship Management and Customer Support
• Expertise in Financial Planning, Insurance Advisory, and Investment Strategies
• Excellent Communication and Interpersonal Skills
• Analytical and Problem-Solving Abilities
• Experience in the financial services or insurance industry is a plus
• Ability to work on-site and collaborate effectively with team members
• Bachelor's degree in Finance, Business Administration, or related field