Relationship Manager

Ashish Bimawala Group; Bilaspur District; On-site; INR 350,000 - 700,000; Full time

Job summary

Ashish Bimawala Group in Bilaspur invites a full-time Relationship Manager to build and manage client portfolios, offer tailored financial solutions, and acquire new business. You will advise on insurance and investment products while delivering exceptional service.

The role emphasizes a client-first approach and long-term relationships in a trusted, regional financial services firm. The ideal candidate holds a Finance-related degree and experience in advisory services, with strong communication

Qualifications

• Bachelor's degree in Finance, Business Administration or related field.
• Experience in financial advisory, insurance, and investment management.
• Strong interpersonal and communication skills.
• Ability to identify and pursue new business opportunities with a customer-first approach.
• Proficiency in local languages is a plus.

Responsibilities

• Manage client portfolios and nurture client relationships.
• Identify new business opportunities and advise on financial products.
• Provide tailored insurance and investment solutions to clients.
• Ensure high-quality client service and satisfaction.
• Meet organizational objectives and targets.

Skills

Interpersonal skills

Client relationships

Financial advisory

Insurance products

Investment products

Opportunity spotting

Portfolio management

Regulatory basics

Local languages

Education

Bachelor's in Finance

Job description

Company Description

Established in 1964, Ashish Bimawala Group has been a trusted name in financial services for over 60 years, providing comprehensive solutions to individuals, families, and businesses. The Group offers a diverse range of services, including life insurance, health and general insurance, loans and financial assistance, and mutual fund distribution. Guided by the principles of trust, integrity, and care, the company is committed to its motto, “You Trust, We Care,” building long-term, multi-generational relationships with its clients. By blending tradition with innovation, Ashish Bimawala Group remains a reliable partner in securing financial well-being and fostering growth for its clients.

Role Description

This is a full-time on-site role for a Relationship Manager based in Bilaspur. The Relationship Manager will manage client portfolios, build and nurture long-term relationships with clients, and provide tailored financial solutions. Responsibilities include identifying new business opportunities, advising on insurance and investment products, and ensuring exceptional client service. The role also involves client acquisition, resolving inquiries, and ensuring satisfaction while meeting organizational objectives.

Qualifications

• Strong interpersonal and communication skills to manage and build client relationships.
• Experience in financial advisory, insurance, and investment management.
• Ability to identify and pursue new business opportunities with a customer-first approach.
• Organizational skills to effectively manage client portfolios and meet performance goals.
• Basic knowledge of financial products, market trends, and regulatory compliance.
• Bachelor’s degree in Finance, Business Administration, or a related field.
• Prior experience in the financial services industry is an advantage.
• Proficiency in local languages is a plus.