Relationship Manager (Insurance and Loans)

As a Relationship Manager at Vanmoh Chit Funds Pvt. Ltd., your role involves building and maintaining strong customer relationships, promoting and cross-selling insurance and loan products, and ensuring high customer satisfaction. You will be responsible for the following key responsibilities: - Develop and manage a portfolio of clients for insurance and loan products. - Conduct financial needs analysis to understand customer requirements and provide appropriate solutions. - Promote and sell insurance policies (life, health, and general insurance) and loan products (personal loans, business loans, etc.). - Maintain regular contact with clients and provide after-sales support. - Meet sales targets and ensure compliance with internal and regulatory guidelines. - Coordinate with internal departments and external partners (insurance companies, NBFCs, etc.) for seamless processing. - Educate customers on new financial products and services. - Handle customer queries, grievances, and resolve issues in a timely manner. - Maintain accurate records of customer interactions and transactions. To excel in this role, you are required to have: - Bachelor's degree in Business, Finance, or a related field (preferred). - 1-3 years of experience in sales, preferably in insurance, loans, or banking sectors. - Strong knowledge of loan and insurance products. - Excellent communication, negotiation, and interpersonal skills. - Local language proficiency is a plus. As a Relationship Manager at Vanmoh Chit Funds Pvt. Ltd., you are expected to demonstrate the following key competencies: - Customer-centric approach - Target-driven and result-oriented - Problem-solving and conflict resolution skills - Ability to work independently and as part of a team - Good analytical and documentation skills In terms of compensation & benefits, you can look forward to: - Competitive salary with incentives - Travel allowance (if applicable) - Performance bonuses - Opportunities for career growth and development Join Vanmoh Chit Funds Pvt. Ltd. to be a part of a growing leader in South India's financial space, headquartered in Coimbatore, Tamil Nadu, with active operations across multiple districts. Embrace the opportunity to work in a fast-growing and trusted financial organization that emphasizes ethical conduct, transparent operations, and customer-first practices to build credibility in the region.,