Relationship Manager
2 days ago
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
-
Relationship Manager
23 hours ago
Ludhiana, Punjab, India Axis Asset Management Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRelationship Manager- The role involves managing client relationships and ensuring customer satisfaction. - Candidates should have a proven track record in relationship management. - The position requires strong communication and interpersonal skills. - Experience in sales or business development is preferred. - The ideal candidate should be able to identify...
-
Relationship Manager
1 week ago
Ludhiana, Punjab, India Skyzers Full time ₹ 4,80,000 - ₹ 14,40,000 per yearResponsibilities:* Manage client relationships through effective communication and relationship building.* Drive sales growth by acquiring new customers and achieving targets.Travel allowanceSales incentivesPerformance bonusRetention bonusJob/soft skill training
-
Relationship Manager
1 week ago
Ludhiana, Punjab, India Swan Genx Full time ₹ 1,80,000 - ₹ 3,60,000 per yearKRA Relationship ManagerA Relationship Manager is responsible for forming and maintaining connections with clients to drive sales. Their duties include meeting with client's in-person to discuss new products or services, resolving client issues or services, to preserve relationships and communicating with other departments about maximizing client...
-
Relationship Manager
1 day ago
Ludhiana, Punjab, India SBI MUTUAL FUND (SBIMF) Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole and ResponsibilitiesDevelop, implement strategy to achieve planned growth objectives for the IFA channelAcquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing processActivate IFAs thought regular knowledge sessions to empower them to build sizable AUMDevelop, execute and manage retail strategy and tactical business...
-
Senior Relationship Manager
2 weeks ago
Ludhiana, Punjab, India Centricity WealthTech Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time role for a Senior Relationship Manager will be based on-site in Chandigarh. The Senior Relationship Manager will be responsible for managing and growing the relationships with key clients, understanding their financial goals, and providing tailored wealth management advice....
-
Relationship Manager
1 week ago
Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 2,40,000 - ₹ 3,60,000 per yearReach out to potential clients via phone, email or whtsapp or virtual meeting to explain our stock advisory services.Understand client needs, financial goals, and risk appetite to suggest appropriate plans.Convert leads into active paying customers through consultative selling.Maintain regular follow-up and client relationship management.Meet or exceed...
-
Senior Relationship Manager
2 days ago
Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 36,00,000 - ₹ 72,00,000 per yearCompany 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...
-
Relationship Manager
1 week ago
Ludhiana, Punjab, India SkillLabs Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAcquire new current account customers through direct sales, referrals, and business development activities. Maintain and grow relationships with existing clients Achieve Sales Targets for current accounts and cross sell other banking products. Required Candidate profileCandidate should have 3 - 4 years of experience in Current Accounts... Strong...
-
Relationship Manager
2 weeks ago
Ludhiana, Punjab, India ICICI Lombard Full time ₹ 4,00,000 - ₹ 12,00,000 per yearGreetings from ICICI Lombard General Insurance Co. Ltd.ICICI Lombard is the leading private general insurance company in the country. The Company offers a comprehensive and well-diversified range of products through multiple distribution channels, including motor, health, crop, fire, personal accident, marine, engineering, and liability insurance. With a...
-
Relationship Manager
1 week ago
Ludhiana, Punjab, India Infocom Network Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearYou will be responsible for closing sales deals via Client Visit and maintaining good customer relationships.An effective sale representative must be an excellent communicator and have superior people skills.They must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts.Contact potential or existing...