Relationship manger
OneInsure is an IRDAI-licensed insurance broker seeking an on-site Relationship Manager in Thane to manage client portfolios. The role involves identifying customer needs, providing tailored insurance solutions, and managing renewals and claim assistance. Candidates must possess strong interpersonal skills, CRM proficiency, and a foundational understanding of insurance products. This position focuses on driving customer satisfaction and sales targets within a large-scale brokerage environment.
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Experience
Experience not specified
Function
Sales
Work mode
Onsite, India
Company
Tier 2
What you will work on
OneInsure is an IRDAI-licensed insurance broker seeking an on-site Relationship Manager in Thane to manage client portfolios. The role involves identifying customer needs, providing tailored insurance solutions, and managing renewals and claim assistance. Candidates must possess strong interpersonal skills, CRM proficiency, and a foundational understanding of insurance products. This position focuses on driving customer satisfaction and sales targets within a large-scale brokerage environment.
TAL's take
Stable, established domain-specific company with clear, defined sales-focused responsibilities.
The JD clearly outlines the day-to-day responsibilities, target audience, and required soft and hard skills for a Relationship Manager role.
Must haves
- Strong communication and interpersonal skills
- Ability to identify client needs and provide customized solutions
- Highly organized with strong problem-solving and follow-up skills
- Basic knowledge of financial services and insurance products
- Proficiency in CRM tools and mobile applications
- Bachelor's degree
Tools and skills
About the company
Established mid-stage insurance brokerage platform with significant operations in India.