Relationship Managers

4 days ago

Mumbai Thane andheri, India Shriram Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

Lead Conversion:

Proactively engage with leads generated through various channels, including but not limited to, digital marketing, referrals, and walk-ins.

Build and nurture strong relationships with potential clients to understand their insurance needs and provide customized solutions.

Present and explain insurance products effectively, addressing any concerns and objections to facilitate lead conversion.

Collaborate with the sales and marketing teams to implement strategies for lead generation and conversion.

Insurance Policy Issuance:

Guide clients through the application and underwriting process, ensuring all necessary documentation is completed accurately and efficiently.

Collaborate with underwriting and processing teams to expedite policy issuance while maintaining a high standard of accuracy.

Keep clients informed about the status of their applications and provide timely updates throughout the issuance process.

Customer Service:

Serve as a primary point of contact for existing clients, addressing inquiries, concerns, and policy-related questions promptly and professionally.

Conduct regular follow-ups with clients to assess satisfaction, identify additional needs, and explore opportunities for upselling or cross-selling.

Collaborate with the customer service team to enhance overall customer experience and resolve issues in a timely manner.

Relationship Building:

Develop and maintain strong relationships with clients to foster long-term loyalty and retention.

Attend networking events, conferences, and other industry gatherings to expand the company's network and generate potential leads.

Actively seek feedback from clients to improve service delivery and contribute to the continuous improvement of our products and processes.

Preferred candidate profile

Bachelor's degree in business, marketing, finance, or a related field.

Proven 1-5 yrs experience in sales preferably in the insurance or financial services industry.

Excellent communication and interpersonal skills.

Strong negotiation and persuasion abilities.

Knowledge of insurance products and underwriting processes.

Customer-centric approach with a focus on delivering exceptional service.

Benefits:

Excellent Incentive scheme and career Development options

If you are a motivated and results-oriented individual with a passion for building client relationships and driving business growth, we invite you to apply for this exciting opportunity. Join our team and be a key player in shaping the future of Shriram Life Insurance and the satisfaction of our valued clients.

  • Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India DSP Investment Managers Full time

    Job Title Relationship Manager - Mutual Fund Sales Objectives of the Role o Responsible for driving Mutual Fund Sales through NDs KRs and IFAs o Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM o Conducting meetings with clients associates understanding their needs and provide relevant feedback...

  • Relationship Manager

    6 days ago

    Mumbai, Maharashtra, India DSP Asset Managers Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title Relationship Manager - Mutual Fund Sales Job Description Objectives of the Role: • Responsible for driving Mutual Fund Sales through NDs, KRs and IFAs. • Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM • Conducting meetings with clients/associates, understanding their needs and...

  • Relationship Manager

    3 weeks ago

    Andheri, India InvestOnline Full time

    Job description: Key Responsibilities: Client Relationship Management: Build and maintain strong, long-term relationships with clients (individual investors, HNWIs, institutions). Understand clients' financial goals, risk tolerance, and investment preferences. Provide personalized investment advice and recommend appropriate mutual fund schemes (equity, debt,...

  • Relationship Manager

    6 days ago

    Andheri, Maharashtra, India InvestOnline Full time ₹ 5,00,000 - ₹ 8,35,000 per year

    Job description:Key Responsibilities:Client Relationship Management:Build and maintain strong, long-term relationships with clients (individual investors, HNWIs, institutions).Understand clients' financial goals, risk tolerance, and investment preferences.Provide personalized investment advice and recommend appropriate mutual fund schemes (equity, debt,...

  • Relationship Manager

    5 days ago

    Thane, India Talent Worx Full time

    A leading Financial services company is seeking a dedicated and dynamic Relationship Manager to join their team. In this role, you will be the primary point of contact for our clients, responsible for building and maintaining strong relationships while ensuring their needs are met. You will work to understand client requirements and provide tailored...

  • Equity Relationship Manager

    3 weeks ago

    Andheri, India FINNOVATE Financial Services Full time

    Job Title: Equity Relationship Manager Job Role: The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...

  • Equity Relationship Manager

    6 days ago

    Andheri, Maharashtra, India FINNOVATE Financial Services Full time ₹ 7,00,000 - ₹ 9,50,000 per year

    Job Title:Equity Relationship ManagerJob Role:The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...

  • Relationship Manager

    4 days ago

    Thane, India Peoplemint Consultants Full time

    Hello ConnectionsWe are presently hiring for Banking Relationship Manager of Government Banking/Government Business in Pan India Basis.Experience:- Minimum 1 Year experience in Sales of Government Banking/Government Business Location:- Pan IndiaCTC:- Open for right candidatesInterested candidates please share your cv at subhradip@peoplemint.in

  • Relationship Manager

    6 days ago

    Andheri East, Maharashtra, India Quantsapp Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Calling and advising clients on markets and movements and the research calls generated on Quantsapp TV and also past calls which have done good for others clients. Basically client engagement maintaining rapport and relationship for their trading related activity through Quantsapp Responsibilities:Client Acquisition & Management:Identify and pursue new...

  • Relationship Manager

    1 week ago

    Mumbai, Raipur, Thane, India Aditya Birla Capital (ABCL) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Opportunity at Aditya Birla CapitalRole - Relationship ManagerProduct - Business LoanSourcing - DirectLocation - Mumbai, Thane, Raipur, Baroda, Ujjain, Nagpur, Ahmedabad, Rajkot, SuratLooking at Candidate who has experience of Direct sourcing of Business loan or Professional loan.The role will have a team to support him for Direct sourcingWe are expecting...