Relationship Manager (Insurance)

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About DhanRaksha

At DhanRaksha, we are trusted financial partners for defense and ex-defense personnel who have spent their lives serving others. With over 700 families across India

placing their trust in us, our mission is to provide ethical, transparent, and personalized wealth

management solutions that ensure lifelong financial security.

About the Role

dynamic Relationship Manager

join our Bengaluru team. The role involves interacting directly with ex-defense personnel and

their families, helping them understand and secure financial products tailored to their needs.

field-based role

regiments.

Key Responsibilities

1. Lead Generation & Client Interaction

? Visit Indian Army and Air Force regiments across Bengaluru for financial awareness

sessions.

? Identify potential clients from attendance sheets post-lectures conducted by our

Mr. Pranav Chabaria.

? Reach out to prospective clients over phone or in person to understand their financial

and insurance needs.

insurance and wealth advisory solutions

2. Sales Conversion & Documentation

? Guide clients through proposal filling, documentation, and KYC (PAN, Aadhaar, etc.).? Support in premium/payment collection while ensuring compliance with company and

IRDAI guidelines.

? Achieve monthly sales targets through consultative and relationship-based selling.

3. Post-Sales Service & Relationship Management

? Deliver finalized policy/bond documents to clients personally.

? Ensure timely post-sale registration and accurate CRM updates.

? Maintain long-term relationships to drive renewals and referrals.

Requirements

1 year of sales experience

Sales background is mandatory.

Hindi, English, and Kannada

bike

laptop

frequent travel

? Strong communication and relationship-building skills.

Why Join DhanRaksha

? Opportunity to serve those who have served the nation ex-defense clients.

? Ethical sales approach no product pushing, only need-based solutions.

? Attractive fixed pay with high incentive potential.

? Transparent and growth-oriented workplace culture.

90%+ client retention rate

Interested candidates can also share their resume with NAMEApplying for the role of Relationship Manager (Insurance) at Dhanraksha in the subject line at [HIDDEN TEXT]