Company Description Insurance & Investment Consultant / Advisor (Turtlemint) is a financial advisory service that helps individuals and families secure their future through tailored insurance and investment solutions. Partnering with over 45 leading Indian insurance brands, the firm offers a wide range of plans designed to match diverse financial and protection needs. Offerings include investment plans with competitive returns, money-back schemes, death perks, and flexible payout options. The focus is on providing personalized guidance, transparent information, and customer-centric recommendations to help clients protect what matters most.
Handle the product like fire insurance. marine insurance. Workman compensation insurance.The Relationship Manager will engage with prospective and existing clients to understand their insurance and investment needs, explain suitable products, and provide personalized recommendations. Daily activities include conducting client meetings, managing inquiries, preparing and presenting proposals, and supporting clients with documentation and policy servicing.



The Relationship Manager is expected to work towards defined sales and relationship targets while maintaining a high standard of professionalism and ethics.
Strong client relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
Sales and negotiation abilities, including experience in promoting financial products such as insurance and investment plans.
Clear and confident communication skills in English and local languages, with effective listening and presentation capabilities.
Good organizational and time management skills, including handling multiple client accounts and follow-ups efficiently.
Comfort using digital tools, messaging apps, and basic office software for client communication and record-keeping.
Prior experience in financial services, insurance, banking, or sales is beneficial but not mandatory.
a bachelor's degree in business, finance, or related fields is an added advantage.

📌 Relationship Manager - Bank (Ahmedabad)
🏢 Insurance & Investment Consultant / Advisor (Turtlemint)
📍 Ahmedabad