Company Description Bimawala Group is a legacy-driven financial services firm founded in 1956, serving more than 12,000 clients across 24 countries. The firm focuses on protecting and growing clients’ wealth through insight-led, relationship-first investment and insurance strategies. With robust expertise in general insurance, life insurance, mutual funds, PMS, AIF, and structured products, Bimawala Group delivers risk-adjusted returns and secure financial outcomes.

– Service Relationship Manager

Location: Lower Parel, Mumbai

Experience: 1–2 Years

Employment Type: Full-time

About the Role

We are looking for a proactive and relationship-oriented Service Relationship Manager to manage and strengthen relationships with our existing clients. The role is focused on client engagement, relationship management, and identifying opportunities to cross-sell suitable investment and insurance solutions based on each client's financial needs.

Key Responsibilities

- Build and maintain strong relationships with existing clients through regular communication and follow-ups.
- Understand clients' financial goals, investment preferences, protection needs, and evolving requirements.
- Identify opportunities to cross-sell and up-sell investment and insurance products based on client suitability.
- Educate clients about the firm's investment offerings, insurance solutions, and relevant market developments.
- Conduct periodic portfolio and financial protection review discussions with clients.
- Coordinate with Investment Advisors,



Insurance Specialists, Operations, and other internal teams to ensure a seamless client experience.
- Ensure timely resolution of client queries by coordinating with the Operations team.
- Maintain accurate records of client interactions, follow-ups, and business opportunities in the CRM.
- Achieve relationship management, client retention, and cross-selling targets while maintaining high levels of customer satisfaction.
- Ensure all client interactions comply with applicable regulatory and company policies.

Preferred Candidate Profile

- Bachelor's degree in any finance discipline.
- 1–2 years of experience in Relationship Management, Banking, Wealth Management, Mutual Funds, Insurance, NBFCs, Broking, or Financial Services.
- Strong communication, interpersonal, and relationship-building skills.
- Basic understanding of investment products and insurance solutions is preferred.
- Customer-focused with a consultative approach and the ability to identify client needs.
- Proficiency in MS Office and CRM systems is an added advantage.

Key Skills

- Relationship Management
- Client Servicing
- Cross-selling & Upselling
- Investment Products
- Insurance Solutions
- Financial Planning
- Customer Engagement
- CRM Management
- Problem Solving

What We Offer

- Opportunity to work with a growing financial services firm.
- Exposure to investment and insurance solutions across multiple asset classes.
- Collaborative and professional work environment.

📌 Service Relationship Manager (Mumbai)
🏢 Bimawala Group
📍 Mumbai