Relationship Manager

About the Role

The Relationship Manager is a full-time, on-site role based in Chandigarh. This role involves managing and nurturing relationships with existing and prospective customers, understanding their financial needs, and recommending suitable life insurance solutions. The Relationship Manager will conduct regular follow-ups, handle customer queries and service requests, and ensure high levels of customer satisfaction.

Key Responsibilities

• Coordinate with internal teams for policy issuance and servicing.
• Maintain accurate records of interactions and sales activities.
• Meet assigned business targets.
• Participate in local marketing and outreach activities to expand the customer base and strengthen brand presence.

Requirements & Tech Stack

• Digital tools and CRM or sales systems for customer management and reporting.

Qualifications

• Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Sales and business development capabilities, including prospecting, negotiation, and closing insurance or financial products.
• Effective communication and interpersonal skills, with clear spoken and written English and local language proficiency as an advantage.
• Basic financial literacy and understanding of life insurance products.
• Good organizational and time-management skills, including accurate record-keeping and follow-through on tasks and commitments.
• Bachelor’s degree in any discipline; a background in finance, business, or commerce is preferred but not mandatory.
• Prior experience in insurance, banking, or financial services is beneficial; motivated entry-level candidates with relevant aptitude will also be considered.