Relationship Manager – Insurance & Financial Products

Location: Sector 1, Bidhannagar, Kolkata, West Bengal 700064

Experience: 2–8 Years

Employment Type: Full-Time

We are looking for a dynamic and results-driven Relationship Manager to join our growing team. The ideal candidate will have a strong background in insurance sales and customer relationship management, with the ability to lead, mentor, and support a sales team in achieving business objectives.

Candidates with experience in Life Insurance, Health Insurance, General Insurance, and Mutual Fund products are encouraged to apply.

• Set, monitor, and achieve individual and team sales objectives.
• Develop and implement effective sales strategies and marketing plans.
• Support and guide the team in meeting and exceeding sales targets.
• Build and maintain strong relationships with customers and business partners.
• Stay updated on industry trends, market developments, and competitor activities.
• Handle customer escalations and resolve complex queries transferred by team members.
• Mediate and resolve customer concerns to ensure high levels of satisfaction and retention.
• Provide coaching, mentorship, and performance feedback to team members.
• Ensure compliance with company policies and industry regulations.

• Prior experience in Insurance Sales is mandatory.
• Strong understanding of Life Insurance, Health Insurance, General Insurance, and Mutual Fund products.
• Proven sales acumen and track record of achieving targets.
• Ability to mentor, motivate, and lead a sales team.
• Excellent leadership and people management skills.
• Strong communication, negotiation, and interpersonal abilities.
• Customer-focused mindset with strong problem-solving capabilities.

• Graduate in any discipline.
• Relevant certifications in Insurance or Financial Services will be an added advantage.

• Competitive compensation and performance-based incentives.
• Career growth opportunities in a fast-paced environment.
• Learning and development programs.
• Supportive and collaborative work culture.