Company Description Jio Insurance Broking Limited is part of the broader Jio ecosystem, offering insurance broking services across diverse customer segments. The company focuses on delivering accessible, transparent, and technology-enabled insurance solutions that help individuals and businesses protect their assets and manage risk effectively. Team members work in a dynamic environment that emphasizes customer-centricity, process excellence, and regulatory compliance.

Jio Insurance Broking

Limited encourages continuous learning and professional growth, providing opportunities to build a long-term career in the insurance and financial services sector.

Role Description The Relationship Manager is a full-time, on-site role based in Punjab, India. This role involves managing and growing a portfolio of customers by understanding their insurance needs, recommending suitable products, and providing end-to-end support throughout the policy lifecycle. Day-to-day activities include meeting clients in person, following up on leads, explaining product features and benefits, supporting proposal and documentation processes, and coordinating with internal teams for underwriting and claim-related queries.

The Relationship

Manager is also responsible for maintaining accurate records in internal systems, ensuring compliance with regulatory and company guidelines, and achieving assigned sales and service targets.



The role requires building long-term relationships, delivering prompt service, and representing the organization professionally in all customer interactions.

Qualifications

- Strong relationship-building and customer service abilities, with a focus on understanding client needs and delivering appropriate insurance solutions.
- Sales and business development skills, including lead generation, consultative selling, and achieving individual and team targets.
- Communication and interpersonal skills, including clear verbal and written communication and the ability to present complex information in a simple, customer-friendly manner.
- Organizational and time-management skills to handle multiple client interactions, documentation, and follow-ups efficiently.
- Basic knowledge of insurance products, regulatory guidelines, and financial services; prior experience in insurance, banking, or broking is an advantage.
- Comfort with using digital tools, CRM systems, and standard office software for documentation, reporting, and communication.
- Bachelor’s degree in business, finance, commerce, or a related field preferred; equivalent practical experience will be considered.
- Ability to work in office in Punjab, India, with readiness to travel locally for client meetings as required.

📌 Relationship Manager (Punjab)
🏢 Jio Insurance Broking
📍 Punjab