Company Description Securr (formerly Supreme Investments) is a long-established financial services company specializing in insurance planning, investment planning, loans, and related financial solutions. Founded in 1995 and formally registered in 2026, Securr manages the portfolios of around 500 families across India, serving more than 2,000 individuals. The company focuses on building long-term, trust-based relationships while helping clients meet their financial and protection goals.

Securr also offers expertise in corporate advisory, treasury management, health insurance, and general insurance. Team members join a client-centric organization that values professionalism, integrity, and continuous learning in the financial services domain.

Role Description The Relationship Manager role at Securr is a full-time position based in Vaishali, Ghaziabad. In this role, the Relationship Manager will manage and deepen relationships with individual and corporate clients, understand their financial needs, and recommend suitable solutions in insurance. Daily tasks include conducting client meetings, reviewing portfolios, preparing proposals, coordinating policy and investment documentation, and ensuring timely renewals and follow-ups.

The role also involves collaborating with internal teams and external partners, maintaining accurate client records, tracking service requests, and supporting client education through regular communication and updates.

The Relationship





Manager is expected to provide high-quality, ethical advice, meet agreed performance targets, and contribute to the growth of Securr’s client base.

Qualifications

- Strong client relationship management and customer service skills, with the ability to understand client goals and build long-term trust.
- Knowledge of financial products such as insurance (health and general), investment instruments, and loans, along with basic financial planning concepts.
- Solid communication and interpersonal skills, including clear verbal and written communication and effective presentation abilities.
- Organizational and analytical skills to manage multiple client portfolios, track follow-ups, and review financial information accurately.
- Comfort with digital tools and office productivity software for maintaining records, preparing reports, and communicating with clients.
- Bachelor’s degree in finance, commerce, business, economics, or a related field; qualified certifications in financial planning or insurance are an advantage.
- Prior experience in financial services, banking, insurance, or wealth management is preferred but motivated candidates with relevant internships may also be considered.
- Ability to work independently and in a team, demonstrate integrity and confidentiality, and be flexible about meeting clients within and outside regular office hours when needed.

📌 Relationship Manager (Ghaziabad)
🏢 Securr
📍 Ghaziabad