Relationship Manager

Job Title: HNI Relationship Manager / HNI Sales Consultant

Location: Mumbai

Job Overview: As an HNI Relationship Manager, you will be responsible for managing and building relationships with high-net-worth individuals (HNIs), understanding their financial needs, and offering them customized insurance and investment solutions. The role will involve a combination of sales, client relationship management, and providing tailored financial solutions to ensure high customer satisfaction and loyalty.

Key Responsibilities:

Build and manage relationships with a portfolio of HNIs, understanding their unique financial goals and needs.

Provide expert advice on a range of insurance and investment products including life insurance, health insurance, wealth management, and other financial services.

Conduct regular meetings with HNIs to offer personalized solutions, ensuring a high level of customer satisfaction.

Develop and implement strategies to cross-sell and upsell insurance and investment products to the HNI clientele.

Stay updated on market trends and financial products to provide the best solutions.

Achieve sales targets and other KPIs set by the company.

Work closely with internal teams (underwriting, operations, etc.) to ensure seamless service delivery.

Ensure compliance with all legal and regulatory requirements.

Attend networking events and maintain a robust network of HNI prospects.

Skills and Qualifications:

Strong understanding of insurance and investment products.

Excellent communication, negotiation, and interpersonal skills.

Ability to understand client needs and offer customized solutions.

Self-driven with a strong passion for sales and relationship building.

Previous experience in the insurance industry is a plus.

Graduate/Postgraduate in any relevant field (e.g., Finance, Business Administration).

Compensation:

For Freshers: 5 LPA

Competitive salary with performance-based incentives.

Health benefits, insurance, and other perks.

Immediate joiner only

Tier 1 & Tier 2

Share your resume at 9289904576 or meenakshijaiswal1@policybazaar.com

• It is a Full Time Field Sales job for candidates with 0 - 1 years of experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Post Graduate and above and above with 0 - 1 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹30000 - ₹42000 per month + Incentives that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., POLICY BAZAAR.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 5 Relationship Manager at POLICY BAZAAR
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Field Sales job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 10:00 AM - 07:00 PM timing.