8157 Relationship Manager Jobs - Page 8

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts Location : - Delhi, Ahemdabad, Trivendrum, Bengaluru, Hyderabad, Pune, Kochi, Jaipur, Indore

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 9) To coordinate with product and research team for taking investment decision for the clients. 10) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Kochi,Rajkot,Delhi, Trivendrum, Vadodra,

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. 7) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Mumbai,Thane,Navi Mumbai,Vadodra, Delhi, Trivendrum, Kochi.

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients Location: ,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

PCG Advisor/ B2B Franchisee Partner Alliance-Equity&Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4. Need to have good communication skills. 5. Need to have ability to learn and update regularly on Capital Markets. 6. Desired to achieve sales target. _ Location: Ahemdabad, Delhi, Trivendrum,Mumbai,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Indore,Kochi

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients 12) Handling NRI Clients for Equity Broking 13) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 14) Experience in handling B2C Location-Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Ahmedabad, Kochi, Coimbatore, Pune, Indore, Telangana, Delhi, Trivendrum, Vadodra

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) Coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Location: Mumbai, Bengaluru, Hyderabad, Chennai, Pune, Jaipur, Telangana, Delhi, Vadodra

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location - Ahemdabad, Delhi, Trivendrum, Hyderabad,Kolkata,Pune,Kochi,Indore, Jaipur,,Bengaluru.

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location :Ahmedabad, Delhi, Trivandrum, Mumbai, Surat, Chennai, Bengaluru, Hyderabad, Kolkata, Pune, Kochi, Indore, Jaipur

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Location: Trivendrum , Vadodra, Delhi, NCR, Mumbai,Kolkata,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book 6) Maintaining client relationships and generate AUM from HNI / UHNI clients 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios 9) To coordinate with product and research team for taking investment decision for the clients 10) To conduct and assist in organizing seminars, workshops and other business development activities Candidate Profile 1) An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage Location - Ahmedabad, Surat, Mumbai, Thane, Navi Mumbai, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Pune, Trivendrum, Kochi, Vadodra, Rajkot,

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds) 4) Handling Queries & complains of client's & solving it within TAT 5) Should apply deep market understanding & Advance strategies to increase book size & revenue 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls 8) Coordinate with Third Party Product Manufacturers, and all the stake holders 9) Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile 1. Graduate / Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic) Location - Kolkata, Ahmedabad, Surat, Mumbai, Bangalore, Hyderabad, Chennai, Telangana, Delhi, Pune, Jaipur, Vadodra

Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients 5 Years in a Commodity broking firm Skill : - Commodity Trading / Dealing, Relationship Management, Location : - Calicut, Trivendrum, GOA, Delhi, Surat,Ahmedabad,Bengaluru,Chennai,Hyderabad,Kolkata,Kochi,Mumbai

Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel 1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Location-Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore, Telangana, Vadodra, Trivendrum Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 3) IT Skills: MS Office and Business Intelligence Applications

Role & responsibilities Need a candidate who can sale insurance while doing field work Preferred candidate profile Candidate should be below 34 years old

LAKSHMISHREE INVESTMENT & SECRUTIES LIMITED is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.

Ensure effective and smooth relationship with assigned corporate/HNI in the region for growth in business. Responsible for prospecting, selling & managing corporate (HNI) customers, business leaders in large national and multinational organizations in the assigned region. Influence decision making at senior levels of prospective business organizations. Developing business through consultative engagement with Finance/Treasury heads and / or CEO's. Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products.

Channel : Bancassurance (Life Insurance) Bank - Catholic Syrian Bank Experience : Minimum 1 yrs of Sale exp in Insurance/ BFSI with Life Insurance knowledge is must. Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter Candidate's Profile 1. Minimum 1 yr of Life Insurance sales experience/BFSI/NBFC ( Good awareness about Life insurance industry is must) 2. Should be a graduate. 3. Should have a two wheeler 4. Lesser notice period candidates & immediate joiners are very much welcome. CTC max up to 3.75L apart from TA & incentives. Level upgrade & Salary increment without probation period. Opportunities for international trips on the target achievement. We are hiring for Relationship Manager/ Senior Relationship Manager (Catholic Syrian bank Channel - Life Insurance sales) for the below locations. Job Locations - Rajapalyam,Nagercoil,Valliyur,Tuticorin **Interested candidates can share the CVs with me on 9608607032(Or) zakiya.zeenat@edelweisslife.in Grab the opportunity !! Thanks & Regards, zakiya zeenat HR - Talent Acquisition Reference code Mailing Zakiya zeenat CSB

Client Relationship Management Act as the primary point of contact between the insurance company and the client. Build strong, long-term relationships with customers. Provide personalized service to ensure customer satisfaction and loyalty. Business Development & Sales Source new clients through networking, referrals, and lead generation. Promote and sell life insurance products based on customer needs. Achieve monthly/quarterly/annual business targets. Financial Advisory Understand customers financial goals, risk appetite, and insurance needs. Recommend suitable life insurance plans such as term, ULIP, retirement, child plans, etc. Educate clients on the importance of life insurance and long-term financial planning. Policy Servicing & Support Assist customers in policy issuance, renewals, and claim settlement. Provide after-sales service for queries, grievances, and policy modifications. Ensure timely premium reminders and collection. Compliance & Documentation Ensure KYC norms and company policies are followed. Maintain accurate customer records and documentation. Stay updated with IRDAI regulations and company compliance standards. Market Intelligence Track competitor products and market trends. Share customer insights and feedback with management. Suggest improvements in products and services. Role & responsibilities Preferred candidate profile

Dear Aspirant, We at Kotak Mahindra Bank are looking for dynamic professionals for the position of BOM and Relationship Manager - BD for Ambattur, Korattur and Tambaram / Velacherry Recruitment drive schedule and other related details Positions: 1. Relationship Manager Business Development 2. Branch Operations Manager Location Chennai Recruitment Date: 21st Aug 25 (Thursday) Location : Kotak Mahindra bank, No:40 , Monteith Road, Egmore, Chennai - 600 008. Relationship Manager Business Development Job Description Acquire new High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction

Channel : Bancassurance (Life Insurance) Bank - Catholic Syrian Bank Experience : Minimum 1 yrs of Sale exp in Insurance/ BFSI with Life Insurance knowledge is must. Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter Candidate's Profile 1. Minimum 1 yr of Life Insurance sales experience/BFSI/NBFC ( Good awareness about Life insurance industry is must) 2. Should be a graduate. 3. Should have a two wheeler 4. Lesser notice period candidates & immediate joiners are very much welcome. CTC max up to 4 L apart from TA & incentives. Level upgrade & Salary increment without probation period. Opportunities for international trips on the target achievement. We are hiring for Relationship Manager/ Senior Relationship Manager (Catholic Syrian bank Channel - Life Insurance sales) for the below locations. Job Locations - Hyderabad,secundrabad,Banjarahills,SR nagar,jublii hills,Manuguru,kothagudem **Interested candidates can share the CVs with me on 9608607032(Or) zakiya.zeenat@edelweisslife.in Grab the opportunity !! Thanks & Regards, zakiya zeenat HR - Talent Acquisition Reference code Mailing Zakiya zeenat CSB

Channel : Bancassurance (Life Insurance) Bank - Catholic Syrian Bank Experience : Minimum 1 yrs of Sale exp in Insurance/ BFSI with Life Insurance knowledge is must. Role & responsibilities: To drive business through Channel Partners branch staff and distribution network. To generate leads through activities and use enablers for lead generation To provide after sales service and do upselling with the existing customers To ensure 100% branch staff activation every quarter Candidate's Profile 1. Minimum 1 yr of Life Insurance sales experience/BFSI/NBFC ( Good awareness about Life insurance industry is must) 2. Should be a graduate. 3. Should have a two wheeler 4. Lesser notice period candidates & immediate joiners are very much welcome. CTC max up to 4 L apart from TA & incentives. Level upgrade & Salary increment without probation period. Opportunities for international trips on the target achievement. Job Location We are hiring for Relationship Manager/ Senior Relationship Manager (Catholic Syrian bank Channel - Life Insurance sales) for the below locations. Job Locations - Ernakulam(Girinagar) ,,Muvatupuzha (Thrikkara,Kolenchery,Nellad),Alaphuza ,Vallicode , Kadambanad,puthuserry ,pandalam,kumaranellore,Thirumala,chengaroor,kudassanad,kalamserry,Valanjabalam,MG road,FOrt kochi, Kalathipadi **Interested candidates can share the CVs with me on 9608607032(Or) zakiya.zeenat@edelweisslife.in Grab the opportunity !! Thanks & Regards, zakiya zeenat HR - Talent Acquisition Reference code Mailing Zakiya zeenat CSB

Role & responsibilities J ob Title: Relationship Manager / Senior Relationship Manager Department: Sales Agency Channel (Life Insurance) Employment Type: Hybrid (Field Sales/ Office) Industry: Insurance Apply Now Email your CV to: ankitakumari1@pbpartner.com or 9871192182 Highest Budget - 6 LPA ( hike will be provided based on your current CTC) Job Summary: We are actively seeking energetic and performance-driven Relationship Managers / Senior Relationship Managers to join our team across various locations in India. This role involves recruiting and managing insurance agents, driving field sales, and building strong customer and channel relationships. Ideal candidates will have hands-on experience in field sales or agency channel management within Health Insurance . Key Responsibilities: Agent Recruitment & Development: Identify, recruit, and onboard qualified life insurance agents to build a high-performing agency network. Field Sales Management: Conduct regular field visits, joint calls, and client meetings with agents to support them in achieving their sales targets. Sales Target Achievement: Drive monthly, quarterly, and annual business targets through effective field sales strategies and agent support. Performance Monitoring & Coaching: Track agent performance, provide constructive feedback, and conduct coaching sessions to improve productivity. Customer Engagement & Retention: Ensure high levels of customer satisfaction and drive policy renewals and persistency. Training & Development: Organize training programs to enhance product knowledge, selling skills, and regulatory awareness among agents. Market Intelligence: Stay informed about market trends, competitor activities, and changing customer preferences to adjust sales strategies. Compliance & Reporting: Maintain accurate documentation and submit regular reports as per company standards and regulatory requirements. Preferred Candidate Profile: Experience: Minimum 2 years of experience in life insurance sales , preferably through the agency channel or field sales . Education: Graduate in any discipline (Bachelors degree preferred). Language Skills: Proficiency in English and the local language(s). Other Requirements: Agency Development & Channel Management Insurance Product Knowledge (Life) Field Sales & Lead Generation Team Leadership & Agent Training Target Achievement & Business Planning Customer Relationship Management Why Join Us? Competitive compensation and performance incentives Career advancement opportunities within a growing organization Exposure to a dynamic and supportive work culture Ongoing training and development programs

We’re Hiring – Relationship Manager Key Responsibilities: * Build and maintain strong relationships with clients, especially schools and educational institutions. * Promote and sell School Loans, Loan Against Property (LAP), and other financial products. * Achieve monthly and quarterly sales targets. * Conduct client visits and follow up on leads. Job Type: Full-time Pay: ₹20,000.00 - ₹35,000.00 per month Benefits: Health insurance Paid sick time Provident Fund Language: English (Preferred) Work Location: In person Speak with the employer +91 8431622678