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Relationship Manager-Insurance - Varanasi @ Centricity Wealth Tech

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 Relationship Manager-Insurance - Varanasi

Job Description

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities:

  • Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion
  • Follow up on leads to ensure timely closures and high conversion rates
  • Onboard new partners and ensure they are active and productive
  • Monitor, track, and report on the conversion and performance of retail insurance business

Preferred Candidate Profile:

  • Minimum of a graduate degree in any discipline
  • Minimum 1 year of experience in insurance coordination, operations, or sales support
  • Strong communication, interpersonal, and stakeholder management skills
  • Excellent follow-up and organizational abilities
  • Proficient in Microsoft Excel for data tracking and reporting

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Life Insurance
Role: Relationship Manager
Employement Type: Full time

Contact Details:

Company: Centricity Wealth Tech
Location(s): Varanasi

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Keyskills:   Insurance B2B Sales Broking

 Fraud Alert to job seekers!

₹ .5-6 Lacs P.A

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Centricity Wealth Tech

Centricity wealth tech, a B2B2C wealth tech platform for independent investment professionals has been launched by a team of experienced private wealth managers and technology experts. The team aims to build a comprehensive tech solution for a largely unorganized IFA community and private wealth p...