Relationship Manager
4 weeks ago
Job Description Position: Relationship Manager - Insurance (Defense Segment Focus) Company: DhanRaksha Wealth Advisory Location: Prestige Meridian, MG Road, Bangalore Job Type: Full-Time | On-site | 6 Days a Week 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 We are seeking a dynamic Relationship Manager with a strong insurance sales background to 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. This is a field-based role involving frequent travel within Bangalore to Army and Air Force 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 Founder, Mr. Pranav Chabaria. Reach out to prospective clients over phone or in person to understand their financial and insurance needs. Present suitable insurance and wealth advisory solutions ethically and transparently. 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 Minimum 1 year of sales experience (Insurance or Financial Services preferred). Sales background is mandatory. Fluency in Hindi, English, and Kannada is required. Must own a bike and have a valid driving license for travel within Bengaluru. Must have a laptop for client documentation and CRM updates. Comfortable with frequent travel within Bengaluru and defense establishments. 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. Be part of a rapidly expanding team with a 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 [Confidential Information]
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