Relationship Manager - Insurances & Loans

RELATIONSHIP MANAGER (Insurance and Loans)

Company Summary

Vanmoh Chit Funds A Growing Leader in South Indias Financial Space is headquartered in Coimbatore, Tamil Nadu, and operates actively across multiple districts. Positioning itself as a fast-growing and trusted financial organization,” Vanmoh emphasizes ethical conduct, transparent operations, and customer-first practices to build credibility in the region.

Job Summary:

Vanmoh Chit Funds Pvt. Ltd. is seeking a dynamic and customer-focused Relationship Manager to join our team. The candidate will be responsible for building and maintaining strong customer relationships, promoting and cross-selling insurance and loan products, and ensuring high customer satisfaction.

Key Responsibilities:

• Develop and manage a portfolio of clients for insurance and loan products.

• Conduct financial needs analysis to understand customer requirements and provide appropriate solutions.

• Promote and sell insurance policies (life, health, and general insurance) and loan products (personal loans, business loans, etc.).

• Maintain regular contact with clients and provide after-sales support.

• Meet sales targets and ensure compliance with internal and regulatory guidelines.

• Coordinate with internal departments and external partners (insurance companies, NBFCs, etc.) for seamless processing.

• Educate customers on new financial products and services.

• Handle customer queries, grievances, and resolve issues in a timely manner.

• Maintain accurate records of customer interactions and transactions.

Requirements:

• Bachelor’s degree in Business, Finance, or a related field (preferred).

• 1–3 years of experience in sales, preferably in insurance, loans, or banking sectors.

• Strong knowledge of loan and insurance products.

• Excellent communication, negotiation, and interpersonal skills.

• Key Competencies:

• Customer-centric approach & Target-driven and result-oriented

• Ability to work independently and as part of a team

• Compensation & Benefits:

• Performance bonuses

• Opportunities for career growth and development Role & responsibilities