Relationship Manager

2 days ago

Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 2,40,000 - ₹ 4,80,000 per year

Job Title: RELATIONSHIP MANAGER (Sales - Insurance Products)

Salary: 25,000/- to 40,000/- per month (+INCENTIVES)Location - Feroze Gandhi Market, Ludhiana (Punjab)

Company Overview:

At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. With over ₹1,600+ crores in assets under management, our expertise spans multiple financial verticals, ensuring sustainable wealth growth and strategic investments. Our mission is to help clients achieve their financial goals through informed investment planning and personalized advisory services.

Job Summary:

The Insurance Sales Executive is responsible for generating new business opportunities, building and maintaining client relationships, and achieving sales targets by promoting various insurance products (Life, Health, Term, General, etc). The role involves identifying potential customers, understanding their financial needs, and recommending suitable insurance plans.

Key Responsibilities:

  • Prospect & Acquire New Customers: Identify potential clients through cold calls, referrals, leads, and networking.
  • Sales Target Achievement: Meet or exceed assigned sales targets for premium income, new policies, and renewals.
  • Customer Relationship Management: Build strong, long-term relationships with clients and ensure high levels of customer satisfaction.
  • Product Promotion: Present, promote, and sell insurance products (life, health, motor, etc.) that best meet customer needs.
  • Needs Analysis: Assess clients' financial goals and suggest suitable insurance solutions.
  • Policy Servicing: Assist customers in completing application forms, documentation, and premium payments.
  • Market Intelligence: Keep track of competitors' activities, new product launches, and changing market trends.
  • Compliance & Ethics: Ensure adherence to company policies, IRDAI guidelines, and ethical selling practices.
  • Renewals & Cross-Selling: Follow up with existing clients for renewals and cross-sell additional insurance products.

Required Skills & Qualifications:

Education: Graduate / Postgraduate in Finance, Commerce, Business Administration, or related field.

Experience:

3–5 years in sales insurance sector

Skills:

Strong communication and interpersonal skills

Good negotiation and persuasion abilities

Goal-oriented and self-motivated

Ability to build rapport and trust

Basic understanding of insurance and financial concepts

Compensation:

Competitive salary + performance-based incentives.

Opportunity for career growth in insurance advisory and wealth management.Interested Candidates can share their updated CV at

Job Types: Full-time, Permanent

Pay: ₹25, ₹40,000.00 per month

Benefits:

  • Cell phone reimbursement

Work Location: In person

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