Relationship Manager
This is an open vacancy with one of our clients.
- Experience
- 2–6 years
- Where
- Delhi NCR, Mumbai, Bengaluru
- Salary
- ₹6,00,000–₹12,00,000 per year
- Work mode
- On-site, Hybrid
- Employment type
- Full-time
- Qualifications
- Graduate in any discipline; relevant experience or demonstrated skills preferred
To apply you need a CV on file.
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About the role
One of our prestigious clients is hiring a Relationship Manager to build and grow customer relationships in insurance. You will convert leads, guide customers through their options, then stay engaged long after the first policy is issued. The role matters because insurance relies on trust built over many conversations.
What you'll do
- Manage a pipeline of insurance leads, converting them through needs-based conversations.
- Assess each customer's protection needs, recommending suitable policy options with clear reasoning.
- Follow up on proposals, documentation or pending requirements until policies are issued.
- Keep in regular contact with existing customers for renewals, reviews or additional needs.
- Handle customer queries with patience, giving accurate information every time.
- Track your pipeline conversion, adjusting your approach where it is not working.
What you'll bring
- 2–6 years of experience in insurance or financial services sales with direct customer engagement.
- A graduate degree in any discipline; relevant experience or demonstrated skills are preferred.
- Strong lead conversion skills with a consultative, needs-first selling style.
- Clear communication that explains complex policy terms in simple words.
- Reliable follow-up habits plus a genuine commitment to putting customers first.
Good to have
- Prior experience in the insurance sector selling directly to individual customers.
- Familiarity with life or general insurance processes from proposal to issuance.
- Experience building a referral network through satisfied existing customers.