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2.0 - 4.0 years
3 - 6 Lacs
Bengaluru, Karnataka, India
On-site
Job description Responsibilities Understanding clients needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related IFRS or GAAP and GAAS issues Developing and demonstrating an understanding of the RSM audit approach, methodology and tools Performing audit procedures and tests in accordance with the RSM audit methodology based overall audit plan, ensuring proper documentation of work performed. Identifying areas of risk and accounting and auditing issues; discuss with engagement teams to solve issues that arise. Researching technical accounting issues Developing industry expertise Preparing audit reports, and management letters Exercising professional skepticism, judgment and adhere to the code of ethics while on engagements Ensuring that documentation is compliant with quality standards of the firm Working collaboratively as a part of the team and communicate effectively with RSM audit professionals Provide supervision and development training for associates Taking ownership of assigned tasks and deliverables to ensure service excellence through prompt responses to internal and external clients Providingtimely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the audit work plan and client deliverables Ensuring professional development through ongoing education Participating in a range of projects and open to collaborate and work with multiple teams; demonstrating critical thinking, problem solving, initiative and timely completion of work. Required Qualifications Bachelors in Commerce/MBA Qualified Chartered Accountant / ACCA / CPA 2-4 years of relevant experience working in an accounting and audit related field Strong multi-tasking and project management skills Excellent verbal and written communication (English) as the position requires frequent communications with RSM International clients and the United States based engagement teams Preferred Qualifications Experience in Insurance industry preferred Strong Data Analytical skills including advanced Excel skills (Vlook ups, pivot tables, and basic formulas), Word and PowerPoint
Posted 15 hours ago
2.0 - 6.0 years
0 Lacs
indore, madhya pradesh
On-site
The role of Insurance Sales Agent is a full-time on-site position based in Indore. As an Insurance Sales Agent, your primary responsibility will be to identify and reach out to potential clients, understand their insurance requirements, and propose suitable insurance solutions. Building and nurturing client relationships, achieving sales goals, and delivering exceptional customer service are key aspects of this role. In addition, you will be involved in processing insurance applications, handling renewals, and keeping clients informed about policy coverage and modifications. To excel in this role, you must possess expertise in Insurance Sales and Sales, along with strong Customer Service abilities. A solid understanding of the Insurance industry and Insurance Brokerage is essential, complemented by excellent communication and interpersonal skills. The capacity to meet sales objectives independently is crucial, and familiarity with CRM software would be advantageous. A Bachelor's degree in Business, Finance, or a related field is preferred for this position.,
Posted 2 days ago
1.0 - 5.0 years
0 Lacs
kochi, kerala
On-site
You will be joining our team in the Agency Channel as a Business Development Manager, where your main responsibility will be to recruit, train, and manage a team of agents to meet sales targets and drive business growth. Your role will require strategic thinking, strong leadership skills, a deep understanding of the insurance industry, and a successful track record in building and expanding agency networks. Your primary focus areas will include agency recruitment, training and development of agents, sales and revenue generation, and relationship management within the insurance sector. You should possess a Bachelor's degree in any discipline or a 3-year diploma, be aged below 35 years, and have a minimum of 1-2 years of experience in BFSI/sales/field sales or field marketing. Strong leadership and team management skills are crucial, along with knowledge in banking insurance sales or any sales domain. This is a full-time and permanent position with benefits such as a flexible schedule, health insurance, life insurance, paid sick time, and provident fund. The work location is a hybrid remote setup in Ernakulam, Kerala. If you meet the qualifications and are interested in this opportunity, kindly send your CV to 8848001280.,
Posted 2 days ago
5.0 - 9.0 years
0 Lacs
hyderabad, telangana
On-site
We have an exciting opportunity for you to join our growing team as a full stack Software Developer. In this role, you will be responsible for developing innovative SaaS applications delivered via the cloud. Your tasks will include working on new projects, performing maintenance and support activities across the entire lifecycle from concept and system design to live deployment. As a key member of our team, you will contribute to developing products for the insurance industry. This involves collaborating with insurance companies, suppliers, police forces, and supporting industries, both within the UK and worldwide. The ideal candidate will possess the ability to seamlessly transition into various projects, working independently as well as part of a team. We are at the forefront of driving technical advancements, utilizing cutting-edge cloud technologies, serverless architecture, and microservices to meet the demands of our clients and business. Key Responsibilities: - Design and build component-based applications in a web/internet delivery environment. - Develop new and existing applications, along with enhancements to websites, web applications, and mobile applications. - Support applications using current and new development technologies. - Implement, test, and deploy new features and versions of core applications, databases, and utilities. - Code and design solutions that align with our business objectives. - Contribute to continuous improvement through retrospectives. - Collaborate with Product Managers to gather user requirements and develop user stories/tasks. - Provide third-level support when necessary. - Create technical documentation on software status, operation, and maintenance. - Complete special projects and other assigned duties. - Ensure accurate time tracking. Qualifications: Essential Requirements: - Excellent communication skills in spoken and written English. - Commercial experience with C#/.Net Framework & Core (minimum 5 years of professional experience). - Proficiency in SQL (Microsoft SQL Server or PostgreSQL), Automation toolsets, and deploying applications to AWS. - Familiarity with Microsoft Visual Studio, MVC/Entity Framework, Angular.js, HTML5, CSS, jQuery, Bootstrap, API integrations, and Source Control (Git). - Passion for technology and a drive for continuous development and improvement. Highly Desirable: - Experience with Scrum/Agile Methodology, design patterns, and microservices architecture. - Knowledge of serverless architecture, Low Code/No Code solutions, Test-Driven Development, CI/CD pipelines, and other technologies. - Familiarity with Message Bus technologies, Xamarin, Android/iOS Native, and Clean Code principles. Join us at Verisk, where you can leverage your skills and unique voice to build a rewarding career. We offer work flexibility, support, coaching, and training to help you succeed. As a Great Place to Work certified company, we prioritize inclusivity, diversity, and a positive workplace culture. Be part of our innovative team and help us transform big data into big ideas for a better tomorrow.,
Posted 2 days ago
5.0 - 9.0 years
0 Lacs
noida, uttar pradesh
On-site
Genpact is a global professional services and solutions firm that aims to deliver outcomes that shape the future. With over 125,000 employees across 30+ countries, we are characterized by our innate curiosity, entrepreneurial agility, and commitment to creating lasting value for our clients. Our purpose, the relentless pursuit of a world that works better for people, drives us to serve and transform leading enterprises, including the Fortune Global 500, through our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Assistant Vice President, Auto Liability Operations. In this position, you will be tasked with overseeing operations delivery for the BrightClaim Insurance team, a Genpact-owned company that provides solutions for insurance companies in various areas such as daily and catastrophe claims, contents services, flood claims, and auto and liability claims. Your responsibilities will include managing the Insourcing team for content services based in Noida. This team plays a crucial role in determining total claim amounts and providing accurate pricing research for all household contents/items associated with insured losses under Homeowner insurance policies. As the Assistant Vice President, you will be expected to ensure the team meets all client SLAs, build strong relationships with our US teams, drive compliance, and enhance people engagement practices. Additionally, you will lead significant value impact projects for our US teams and clients. Key Responsibilities: - Drive transformation projects focusing on operations, digital asset implementation, standard methodologies framework, case studies, and benchmarking to enhance process efficiency and effectiveness. - Engage with customers to address improvement areas and understand their needs effectively. - Provide direction and coaching to the operations team, promote a learning culture, and ensure goal delivery. - Align with customer goals, consistently deliver on commitments, and proactively mitigate risks. - Build impactful customer relationships, improve Net Promoter Score, maintain existing business, and drive revenue growth. Qualifications: Minimum qualifications: - Understanding of the US P&C Insurance Industry, Auto products, and experience in managing Auto Liability operations. - Strong operating skills in people management, client management, and basic operations. - Knowledge of digital technologies such as RPA, Gen AI, and AWS tools. - Ability to prioritize effectively, manage multiple tasks, and oversee multiple geographies with cultural sensitivity. - Strong negotiation, facilitation, influencing, and consensus-building skills. - Excellent verbal and written communication skills, including the ability to interact confidently with senior leadership. - Experience in evaluating business opportunities and driving performance improvement using lean six sigma framework. - Ability to propose solutions based on client needs and manage engagement staffing levels. Preferred qualifications: - Master's degree in any stream except technical. - Certification in Insurance (e.g., IIA). If you are a dynamic professional with a passion for driving operational excellence and delivering exceptional service in the insurance industry, we invite you to apply for the Assistant Vice President, Auto Liability Operations role at Genpact.,
Posted 3 days ago
15.0 - 19.0 years
0 Lacs
noida, uttar pradesh
On-site
Amity Software Limited is seeking an Insurance Industry Expert to join our team and assist in implementing Insurance Software solutions for our clients in the P&C Insurance and Life Insurance sectors. As an Insurance Industry Expert, you will play a crucial role in the project by conducting thorough process studies, gathering requirements from clients, and making suggestions for process improvements. Your responsibilities will include preparing Functional Requirements Documents (FRD), documenting User Flows and Process Flow Charts, and working closely with a team of Business Analysts to finalize business requirements effectively. You will be expected to leverage your expertise in the insurance industry to advise clients on process enhancements and best practices. By analyzing existing processes in detail, you will ensure a comprehensive understanding and mapping of all business requirements. Additionally, you will prioritize requirements, negotiate with users to manage expectations, and document details in the FRD for system development. In this role, you will act as a subject matter expert on insurance domains, providing guidance on various aspects of insurance business and processes. You will review user interfaces, conduct user training sessions, and design training materials. Furthermore, you will review change requests, assist in creating pre-sales materials, and contribute to business proposals for prospective insurance companies. To be successful in this position, you should have a graduate degree in a relevant field, along with specialized courses or training in insurance. You must possess a minimum of 15 years of experience in the insurance industry, with expertise in both Life Insurance and General (P&C) Insurance domains. Previous experience as a Subject Matter Expert in a software company dealing with insurance domains would be advantageous. Your knowledge should extend to various areas of the insurance domain, including Policy Administration, Claims Management, Reinsurance, and General Ledger. Excellent communication skills in English, strong interpersonal skills, and a friendly personality are essential qualities for this role. You must also be willing to travel internationally for extended periods, as the position involves client visits for system study, discussions, User Acceptance Testing (UAT), and Go Live phases. If you meet these requirements and are ready to take on this challenging role, we invite you to participate in our recruitment process, which includes a written test and interview. Join our team at Amity Software Limited and contribute to the success of our insurance software projects.,
Posted 4 days ago
8.0 - 12.0 years
0 Lacs
haryana
On-site
At EY, you have the opportunity to shape a career that reflects your unique qualities, supported by a global network, a culture of inclusivity, and cutting-edge technology to empower you to reach your full potential. Your distinctive voice and perspective are essential in contributing to EY's continuous improvement. By joining us, you will not only create an outstanding experience for yourself but also contribute to building a better working world for everyone. As a Manager in the Group Benefit and Retirement sector, you will be an integral part of our consulting team, specializing in US group benefit, group insurance, and retirement clients. With 8 to 12 years of experience at the Manager level, a deep understanding of the insurance industry, and exceptional consulting skills, you will have the opportunity to work on impactful projects and deliver value to our clients. Your responsibilities will include leading and overseeing consulting projects for US group benefit and retirement clients, collaborating with cross-functional teams to develop tailored solutions, conducting market research to identify industry trends, and presenting recommendations to clients. Building and maintaining strong client relationships, mentoring junior consultants, and staying informed on industry developments are key aspects of this role. To qualify for this position, you should hold a full-time MBA from a reputable institution and have 8 to 12 years of business consulting experience, focusing on the insurance sector, specifically group benefits and retirement. Strong domain knowledge of insurance processes, products, regulations, and market dynamics, along with proven consulting skills, excellent communication abilities, and a collaborative mindset are essential for success in this role. EY is committed to creating a better working world by delivering long-term value for clients, people, and society while fostering trust in the capital markets. With a global presence in over 150 countries, EY's diverse teams leverage data and technology to provide assurance and support clients in their growth, transformation, and operations across various service areas. By asking the right questions, EY teams strive to find innovative solutions to the complex challenges of today's world.,
Posted 5 days ago
0.0 - 3.0 years
0 Lacs
pune, maharashtra
On-site
You will be responsible for handling back office processes and providing solutions to customers across various industries such as Travel, Insurance, and Banking clients in non-voice processes. As a part of the team at WNS Global Services Inc., your role will involve interacting with clients and ensuring operational excellence in service delivery. To qualify for this position, you should be a non-technical graduate with either fresher or 1 year and above experience in BPO, preferably in the domains of Travel, Insurance, Utilities, or Customer Support. Candidates with relevant experience will be considered for Senior Associate roles within the organization. Having a basic understanding of computer systems is essential for this role, including knowledge of tools such as Citrix, ADUC, Windows OS, basic internet operations, and web-based applications. Additionally, proficiency in the English language ranging from good to excellent is required to effectively communicate with clients and team members. At WNS Global Services Inc., we are committed to our CIRCLE of Values: Client First, Integrity, Respect, Collaboration, Learning, and Excellence. If you are passionate about providing exceptional service and are looking to grow in a dynamic work environment, this opportunity may be the right fit for you.,
Posted 5 days ago
2.0 - 6.0 years
0 Lacs
hyderabad, telangana
On-site
As a Risk Analyst at Salesforce, you will play a crucial role in the global Risk and Insurance team, dedicated to managing Salesforces" property and liability insurance programs. Reporting directly to the Senior Manager, Risk Management, you will be involved in the day-to-day operations of corporate risk management, including policy administration, contract reviews, and renewals of various insurance programs. Your responsibilities will also include supporting the reporting and management of insurance claims, integrating mergers and acquisitions into global insurance programs, and collaborating with cross-functional teams to drive various risk management initiatives. Additionally, you will assist in special ad hoc projects and presentations to executives and insurance underwriters. To succeed in this role, you should possess solid experience in corporate risk management and/or the insurance industry, excellent written and verbal communication skills, and proficiency in financial analysis and business process improvement projects. You must be comfortable juggling multiple projects in a fast-paced environment, demonstrate a sense of urgency, and have the ability to work independently while building effective relationships with internal stakeholders and insurance brokers. The ideal candidate will have at least 2 years of Corporate Risk Management and/or Insurance-related work experience, advanced skills in Excel and PowerPoint, and basic finance and accounting knowledge. Experience with Salesforce products, including Tableau, and Risk Management Information Systems is a plus. If you are highly organized, detail-oriented, possess strong problem-solving skills, and exhibit a superb work ethic and enthusiasm, we encourage you to apply for this opportunity to be a part of our team at Salesforce.,
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
hyderabad, telangana
On-site
You are an experienced Business Analyst Cum Project Manager with a minimum of 8 to 10 years of experience. Your role involves overseeing and managing the organization's projects, analyzing business requirements, identifying opportunities, and developing strategies to improve overall performance. Your key strengths include leadership, communication, and analytical skills, along with a successful track record of delivering high-quality projects on time and within budget. Your responsibilities will include analyzing data to identify trends and patterns, collecting business requirements, developing detailed project plans, managing project teams, ensuring project objectives are met, identifying and managing project risks, establishing Agile project methodology, maintaining relationships with stakeholders, communicating project status, adhering to project management best practices, managing project budgets, facilitating project meetings, and maintaining documentation. To excel in this role, you are required to have a Bachelor's degree in Engineering/Business Administration or a related field, preferable certifications such as IIBA, PMP, or PRINCE2, familiarity with project management tools like JIRA, Trello, and Asana, 5 to 8 years of experience in business analysis or project management, a proven track record of delivering complex projects successfully, strong leadership and communication skills, the ability to manage and motivate project teams, experience with Agile and Waterfall methodologies, excellent problem-solving and analytical skills, and the capability to manage multiple projects simultaneously. The desired candidate should possess skill sets in Product Management and Business Analysis in the insurance industry. The compensation for this position is a CTC of 15 to 18L PA with other company benefits. If you meet the requirements and are interested in this opportunity, kindly send your CV to hr@isbsindia.in.,
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
hyderabad, telangana
On-site
As a Risk Analyst at Salesforce, you will be part of the Risk and Insurance team, contributing to Salesforces global property and liability insurance and corporate risk management programs. Your role will involve assisting in the renewal of global insurance programs, day-to-day operations, infrastructure building, and policy development to ensure operational excellence. Reporting directly to the Senior Manager, Risk Management, you will collaborate with various departments to effectively manage risk and support the company's growth and success. Your responsibilities will include providing support on the day-to-day management of the Corporate Risk Management function, assisting in insurance renewals by analyzing and presenting accurate data, managing insurance claims, and integrating mergers and acquisitions into global insurance programs. You will also work on cross-functional teams with departments such as Accounting/Finance, Legal, HR, Real Estate, and Corporate Security to execute risk management programs and initiatives effectively. To excel in this role, you should have solid experience in corporate risk management and/or the insurance industry, excellent communication skills, and proficiency in financial analysis. Your ability to handle multiple projects simultaneously, work independently, and collaborate effectively with stakeholders will be crucial. You should also possess strong organizational skills, attention to detail, problem-solving abilities, and a proactive attitude to drive projects to completion successfully. The ideal candidate will have at least 2 years of Corporate Risk Management and/or Insurance-related work experience, advanced skills in Excel and PowerPoint, basic knowledge of finance and accounting, and familiarity with Salesforce products, including Tableau. Experience with Risk Management Information Systems would be an added advantage. If you are enthusiastic, detail-oriented, and eager to contribute to a dynamic team, this role offers an opportunity to grow professionally and make a meaningful impact. Join us at Salesforce and be a part of a company that values innovation, collaboration, and making a positive difference in the world. If you require any accommodations during the application process due to a disability, please submit a request via the Accommodations Request Form.,
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
ahmednagar, maharashtra
On-site
You are looking to hire a Business Development Manager to join the vibrant team in Ahmednagar. The ideal candidate should have a minimum of Graduation as their educational qualification. Candidates with experience in the Insurance industry, bank, NBFC, or Patsanstha are preferred. Local candidates are highly preferred for this position. As a Business Development Manager, you will be responsible for developing and implementing growth strategies, building and maintaining relationships with clients, and identifying new business opportunities in the market. You will play a key role in driving the company's revenue and sales targets. The benefits of this position include health insurance, life insurance, paid sick time, and Provident Fund. The job is full-time and permanent, with a day shift schedule. In addition to the fixed benefits, there is a performance bonus and yearly bonus based on your achievements. The desired candidate should have a minimum of 1 year of experience in management and a total of 2 years of work experience. The work location is in person in Ahmednagar. If you are interested in this opportunity, please contact Pradeep Shinde at +91 9921265223 to explore this exciting role further.,
Posted 1 week ago
0.0 - 4.0 years
0 Lacs
maharashtra
On-site
As a Wealth Associate at Upright Wealth in Mumbai, you will be part of a leading provider of financial services and insurance solutions, committed to assisting individuals and businesses in reaching their financial objectives. Our dedication to excellence and client satisfaction distinguishes us within the industry. You will play a key role in supporting our sales and client service teams, contributing to our growth and delivering exceptional service to our clients. Your responsibilities will include identifying new sales leads, conducting market research, participating in sales meetings, and assisting in the preparation of sales proposals and marketing materials. In terms of client service, you will be responsible for providing excellent customer service to existing clients, assisting in onboarding new clients, maintaining client records in the CRM system, and coordinating client meetings and follow-up activities. Additionally, you will help prepare client reports and documentation. To excel in this role, you should be currently pursuing a degree in Business, Finance, Marketing, or a related field, with a strong interest in financial services, insurance, and sales. Excellent communication and interpersonal skills, proactive and self-motivated attitude, strong organizational skills, and proficiency in Microsoft Office Suite are essential. The ability to work both independently and as part of a team is also crucial. Joining Upright Wealth offers you hands-on experience in client onboarding and service in the financial services and insurance industry, mentorship from experienced professionals, networking opportunities, a supportive work environment, and potential for future full-time employment based on performance. If you are interested in this opportunity, please submit your resume and a cover letter to hr@uprightwealth.in. Upright Wealth is an equal opportunity employer, and we welcome applications from all qualified individuals. We appreciate all applicants" interest, and only those selected for an interview will be contacted. Regards, Team Upright Wealth,
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
hyderabad, telangana
On-site
Qualifications: Graduate in any discipline. Minimum 1 year of experience in a customer service role (Preferred Insurance industry). Key Responsibilities: Assist customers with insurance claims, guiding them through procedures. Update claim status, ensure clear communication and update the team. Address inquiries via phone, email, and chat, providing information and prompt resolutions. Work Location: Hyderabad,
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
maharashtra
On-site
Company Description EFFICIENT INSURANCE BROKERS PRIVATE LIMITED is a financial services company Role Description This is a full-time on-site role in Mumbai for a Sales Support Associate at EFFICIENT INSURANCE BROKERS PRIVATE LIMITED. The Sales Support Associate will be responsible for providing Team support, Sub-broker support, and ensuring customer and Sub- broker satisfaction on a daily basis. Qualifications Interpersonal Skills and Customer Support Communication Skills Customer Service and Customer Satisfaction Ability to work collaboratively with a team Strong problem-solving skills Experience in the insurance industry is a plus,
Posted 1 week ago
2.0 - 4.0 years
2 - 4 Lacs
Coimbatore, Tamil Nadu, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Patan - Gujarat, Gujrat, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Ujjain, Madhya Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Chennai, Tamil Nadu, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Thane, Maharashtra, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Patna, Bihar, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Amaravati, Andhra Pradesh, Andhra Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Vijayawada, Andhra Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Indore, Madhya Pradesh, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
2.0 - 4.0 years
2 - 4 Lacs
Srinagar, Jammu & Kashmir, India
On-site
We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consistently deliver on performance goals while adhering to company policies. This role requires a dedicated team player who is meticulous with reporting and committed to client satisfaction. Roles and Responsibilities Timely attend to all service appointments and ensure high-quality business is sourced consistently. Maintain persistency rates as per business targets. Accurately and timely update the status of all appointments and activities within the system. Cultivate and nurture long-term relationships with customers, acting as their trusted relationship manager. Support Sales Professionals (SPs) in conducting thorough needs analyses for clients and converting sales opportunities. Consistently deliver on all parameters outlined in the individual Goal Sheet. Adhere strictly to all company policies and procedures, providing needs-based selling support to customers. Act as a collaborative team player, diligently reporting the number of applications logged for the business every day to the reporting manager. Ensure a high level of persistency and provide outstanding customer service to all clients. Mandatory Qualifications Proven experience in a relationship management or customer service role, preferably within the financial services or insurance industry. Demonstrated ability to source quality business and maintain persistency. Strong communication and interpersonal skills, with a focus on building rapport and trust with clients. Excellent organizational skills and attention to detail for accurate system updates and reporting. Ability to work effectively as an individual contributor and a team player. Goal-oriented with a track record of consistently meeting or exceeding targets. High level of integrity and adherence to company policies. Preferred Qualifications Experience in the insurance sector, particularly with life insurance products. Bachelor's degree in Business, Finance, or a related field. Experience supporting sales teams and performing needs analysis.
Posted 1 month ago
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