Join our team in life insurance sales and help clients secure their financial future.

Job Overview and description of the role

Designation: Relationship Manager / Portfolio Manager

Experience: 1-3

Salary: 2LPA - 3.5LPA

Location: Chennai, Bangalore

Language: Chennai: Tamil - Fluent English - Basic / Bangalore: Kannada - Fluent English - Fluent

Responsibilities

- Reach out to leads to promote Life Insurance / MF products.
- Understand and convey the features and advantages of Life Insurance / Mutual funds plans to customers via calls.
- Meet or exceed sales targets within specified timelines.
- Identify common client challenges and actively counsel higher solutions.
- Conduct direct meetings or virtual meetings based on the customers needs.

Eligibility
- Effective Communication and sales ability.
- Valuable convincing skills and problem-solving skills.
- Good acumen for sales.




- Maturity in handling existing and new customers.
- Interpersonal skills to meet the targets and build customer relationships.
- Age: 20 to 30 years.

Other Details
- Industry Type: Financial Services
- Department: Sales and Marketing
- Employment Type: Full Time, Permanent
- Role Category: Relationship Manager / Portfolio Manager
- Education: Any Degree
- Office Timing: 9.30 A.M to 6.30 P.M
- Working Days: Monday To Saturday

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager or Portfolio Manager (Chennai)
🏢 Creating Advanced Financial Solution
📍 Chennai