Relationship Manager

Position: Relationship Manager

Mode: Online / Digital Sales

Product: ULIP Plans (Mutual Funds)

Location: Pune – Viman Nagar

Job Responsibilities:

• Manage and grow relationships with clients through online and digital sales channels
• Sell ULIP and other financial products to customers based on their financial needs
• Provide detailed product explanations and investment guidance to clients
• Generate leads, follow up with prospects, and close sales
• Ensure high customer satisfaction and long-term client retention
• Maintain accurate customer records and sales reports
• Comply with regulatory and company policies

Eligibility Criteria:

• Graduate / Post-Graduate (Preferred)
• Strong knowledge of financial products such as Mutual Funds, Fixed Deposits, Gold, ULIPs, etc.
• Good communication skills in Hindi and English
• Immediate joiners only
• Minimum 2–3 years of experience in Life Insurance sales
• Experience with Policy Bazaar or other insurance aggregators preferred

Salary & Benefits:

• Salary negotiable and based on last drawn salary
• Performance-based incentives

Submit Your Application !

Share your updated CV with HR Shivam on WhatsApp.

WhatsApp Number: 7030024963

Make sure your CV includes relevant skills, experience, and contact details.