Relationship Manager

Company Information 

Finhaat – a unique financial services distribution platform catering to the distinctive needs  of financially underserved population – the Emerging Indians. Our journey started with the  belief that all individuals should be equipped to manage their financial health with ease  and confidence. This will be possible only when they have an easy access to solutions  that are in line with their financial goals. 

Suraksha – Protection from Financial Shocks 

Suvidha – Easy access to curated financial services 

Samriddhi – Trusted Partner for overall financial prosperity

Finhaat has been created as a marketplace for financial services distribution that seeks to  connect the customer to the solution provider through an innovative financial service  distribution model.  

Finhaat gives the right individual with an environment of immense growth depending on  its capability and performance.

Job Description:

• Job Title: Relationship Manager
• Qualification: Bachelor's/Master’s degree
• Experience: 0-3 Years
• Domain: Retail –General Insurance
• Location: Vikhroli, Mumbai

We are seeking a highly motivated and competitive Insurance Sales Representative to  join our team and drive the expansion of our business. Your primary responsibility will  be to proactively seek out and acquire new clients, understanding their specific  insurance needs and offering tailored solutions. By building strong relationships, your  aim will be to facilitate business growth and enhance our firm’s reputation in the  market. 

Responsibilities: 

• Manage and develop frontline Sales  
• Contacting potential clients and creating rapport by networking, cold calling,  using referrals etc 
• Appraising the wishes and demands of business or individual customers and  selling the suitable protection plans 
• Managing and delivering revenue target set by the company on monthly and  quarterly basis. 
• Collect information from clients on their risk profiles in order to offer them the proper solution
• Retain continuous awareness of transactions, sales and terms and keep relative  records 
• Coordinating with corporate office and relevant teams for all client related  issue.  
• Creating agency distribution (POSP) for the company. 
• Ensuring compliance & control, following the process and providing high  customer service to POSP and dealers.  
• Creating 2-Wheeler OEM Business  
• Overall responsible for implementation Technology adaption in the assigned  territory. 
• Ensure adherence to all rules and norms.

Skills Required: 

• People Skills - Puts the needs of the client first. 
• Goal-oriented 
• In-dept understanding of business context. 
• Excellent verbal and written communication skills and ability to liaise with  multiple stake holders 
• Proficient with Microsoft Office Suite or related software. Strong presentation  skills. 
• Preferably from Agency and Distribution channel