our Company BeWealthy helps 1800+ retail clients and 16 corporates with their insurance needs, managing assets exceeding 28 crores in western India. With a dedicated team of 27, we earned the 2022 IRDA Corporate Agency recognition. Come, be part of the team that is building a comprehensive distribution channel for Life, Health, and Non-Life insurance solutions. A Fast-Growing Company Welcome to a Company that’s among the fastest-growing financial SMs in the city. Making an Impact Be part of a team that believes in shaping the lives of their clients. A Great Workplace A stimulating environment that nurtures your professional and personal growth. Equal Opportunity Employer Diversity is our strength. Race, religion, colour, caste or gender does not matter. .elementor-control-bwg_view_type_shortcode .elementor-control-input-wrapper, .elementor-control-bwg_elementor_shortcode input { visibility: hidden; } .elementor-control-bwg_elementor_shortcode input { height: 0; } .elementor-control a.bwg-shortcode-btn { text-decoration: none; border-bottom:none; }

Relationship Manager – Life Insurance

Location:

Mumbai

Experience:

2-4 years

Job Description

Responsibilities:

- The candidate will be responsible for managing sales and relationships with clients, selling life insurance products for the company
- The candidate will provide excellent customer service and ensure that clients have the necessary information to make informed decisions regarding life insurance products
- Establish and maintain relationships with clients, both recent and existing.



This involves understanding client needs, offering advice, and providing solutions
- Sell life insurance policies to clients, based on their specific needs and preferences
- Ensure that clients are satisfied with their life insurance policies and services they receive. This involves responding promptly to client quires and complaints, and providing timely updates
- Maintain accurate records of client interactions, sales, and other activities. This includes updating client information and ensuring that all records are up-to-date
- Keep abreast of industry developments, including new products, regulations, and trends
- Collaborate with other team members, to ensure that clients receive a seamless service
- Ability to work independently and collaboratively to create Cross-sell and Upsell opportunity

Perks and Benefits:

- Best in Class CTC + Incentive (for selling & cross-selling)
- Opportunity to enhance professional qualification from best of the university or platforms & On the Job skilling

Qualification and Education Requirements:

- Bachelor’s Degree and other relevant degree
- Experience working on similar profile

Key Skills:

- Minimum of 2-3 years of experience in sales, preferably in the insurance industry
- Excellent communication and interpersonal skills, strong sales and negotiation skills, ability to work independently, and good organizational skills
- Knowledge of the life insurance industry and products, understanding of regulatory requirements, and knowledge of sales techniques and strategies

📌 Relationship Manager – Life Insurance (India)
🏢 Be Wealthy
📍 India