
Relationship Manager
4 weeks ago
About OneInsure
OneInsure, the digital platform of Robinhood Insurance Broker Ltd., is among Indias most trusted IRDAI-licensed insurance broking firms.
Established in 2008 by IIT & IIM alumni, we have expanded across 35+ branches, 700+ employees, and a customer base of 10+ lakh.
Our OneInsure App is a tech-first platform offering 60+ digital services, enabling seamless policy comparisons, renewals, and AI-powered claims support.
Were building the future of Insurance 2.0, blending human advisory expertise with digital-first innovation.
Role Overview
As a Relationship Manager (Direct Marketing), you will be the face of OneInsure to customers. This role focuses on new business acquisition, customer relationship management, and digital adoption, ensuring clients get a smooth end-to-end insurance experience. You will use CRM platforms, analytics dashboards, and the OneInsure app to meet customer needs while driving business growth.
Key Acquisition & Advisory
- Prospect, connect, and acquire customers for life and general insurance.
- Conduct detailed financial needs assessments to recommend personalized solutions.
- Educate customers about digital-first services offered via the OneInsure app.
Sales & Revenue Achievement
- Consistently meet monthly and quarterly revenue targets.
- Drive cross-sell and upsell opportunities for existing clients.
- Ensure high closure rates through structured sales funnel management.
Customer Engagement & Retention
- Build long-term client relationships with regular follow-ups and service delivery.
- Support customers through policy renewals, claims assistance, and escalations.
- Ensure exceptional NPS (Net Promoter Score) by delivering seamless service.
Digital Adoption & Data-Driven Sales
- Leverage CRM, mobile apps, and digital dashboards for customer profiling.
- Generate insights from data to refine sales approach.
- Promote adoption of the OneInsure apps self-service features.
Compliance & Reporting
- Ensure IRDAI compliance in all sales and advisory processes.
- Maintain accurate customer databases, reports, and MIS updates.
Qualifications & Skills
- 2-6 years of experience in Insurance / Banking / Financial Services sales.
- Strong knowledge of life and general insurance products.
- Proven ability to meet and exceed sales targets.
- Excellent communication, negotiation, and interpersonal skills.
- Tech-savvy with experience in CRM tools, digital apps, and reporting systems.
- Bachelors degree in Business/Finance/Marketing; MBA preferred
-
Customer Support Executive
2 weeks ago
Chennai, Tamil Nadu, India GST Manager Full time ₹ 1,04,000 - ₹ 1,30,878 per yearAbout us:GST Manager is a leading tax consulting company ) providing tax solutions to clients on a PAN India basis. As a fast-growing startup, we are expanding our operations and team to accelerate growth and meet increasing client demands.The Role:We are seeking a Customer Support Executive to join our team in Chennai. This role involves managing client...
-
Customer Support Executive
2 weeks ago
Chennai, Tamil Nadu, India GST Manager Full time ₹ 2,00,000 - ₹ 4,50,000 per yearAbout UsGST Manager is a leading tax consulting company ) providing tax solutions to clients across India. As a fast-growing startup, we are expanding our operations and team to accelerate growth and meet increasing client demands.The RoleWe are seeking a Customer Support Executive to join our team in Chennai. This role involves managing client...
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Assettrust Services Pvt Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionAssettrust Services caters to clients across Bengaluru, Mumbai, Pune, and Kolkata, providing extensive knowledge of project information from launch to ready homes with current updates. The company is now expanding its operations to Gurgaon, Noida, Hyderabad, and Chennai, aiming to serve a wider range of clients with the same level of...
-
Relationship Manager
7 days ago
Chennai, Tamil Nadu, India Kotak Securities Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt Kotak Securities, we cultivate talent and create an environment that values and inspires every individual. Recognized as a Great Place to Work, we uphold transparency, ethical conduct, and a strong work ethic in the financial services sector. We believe in professional growth through internal training and mentorship programs, fostering...
-
Relationship Manager
1 week ago
Chennai, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager-Vishwas-Sales JOB DESCRIPTION Relationship Manager – LAP Vishwas Roles & ResponsibilitiesProducts include Vishwas HL and LAP Handle team of executives to achieve business targets (Volume, Cross-sell, Insurance etc.) Manage, develop and enhance deepening of the relationship with Channels (Kotak Branches, DSA, Builder) ...
-
Relationship Manager
3 days ago
Chennai, Tamil Nadu, India Manifest Wealth Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...
-
Relationship Manager
1 week ago
Chennai, Tamil Nadu, India Aionion Capital Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionAIONION CAPITAL MARKET is a financial planning stock broking company , which helps clients to build their portfolio for long term invesrments.Role DescriptionThis is a full-time on-site role for a Relationship Manager, located in Chennai. The Relationship Manager will maintain and nurture relationships with key clients, ensure client...
-
Relationship Manager
1 week ago
Chennai, Tamil Nadu, India ICICI Home Finance Company Limited Full time ₹ 2,50,000 - ₹ 7,50,000 per yearCompany DescriptionICICI Home Finance Company Limited (ICICI HFC) is one of the fastest growing home finance companies. Our aim is to provide loans to help you achieve your dream of owning a home and offer key financial services including Fixed Deposits and Loans Against Property. With over 200 branches, ICICI HFC prides itself on having friendly, helpful...
-
Relationship Manager
7 days ago
Chennai, Tamil Nadu, India ideassion technologies solutions Full time ₹ 1,86,000 - ₹ 6,00,000 per yearRelationship Manager (Insurance)Openings: 7Experience: Only experienced candidatesKey Responsibilities:Acquire and manage insurance clients across products (life, health, general).Achieve targets through renewals, upselling, and cross-selling.Deliver customized financial solutions and maintain high client satisfaction.Ideal Candidate:3–6 years of proven...
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager-Retail Institutions-TASC & INSTITUTIONAL BUSINESS-Regional sales Job Description Relationship Manager- TASC & Institutional Business TASC & Institutional Business' vertical is a part of 'Retail Liabilities' division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts,...