Relationship Manager

IndusInd Nippon Life Insurance Company Limited; Delhi; Hybrid; INR 600,000 - 900,000; Full time

Job summary

IndusInd Nippon Life Insurance Company Limited is hiring a Key Relationship Manager in Rohini with hybrid work options. You will build and maintain client relationships, assess financial goals, and guide clients to suitable life insurance products, collaborating with internal teams to achieve targets and ensure excellent customer experiences.

The role emphasizes client engagement, financial planning basics, regulatory compliance, and strong CRM usage in a hybrid work setting.

Qualifications

• Proven skills in client relationship management with a customer-centric approach.
• Ability to identify client needs and offer tailored life insurance and financial solutions.
• Basic knowledge of financial planning, insurance products, and regulatory compliance.
• Strong organizational, time management and problem-solving abilities with a hybrid work mindset.
• Proficiency in using CRM tools and digital platforms for client management.
• Experience working in insurance, banking, or financial services is advantageous.

Responsibilities

• Develop and maintain strong relationships with clients to understand their financial goals.
• Advise on suitable life insurance products and health plans based on needs.
• Guide clients toward tailored insurance and financial solutions.
• Collaborate with internal teams to meet business targets and ensure smooth customer experiences.
• Balance client meetings with remote tasks in a hybrid working environment.

Skills

Relationship management

Communication

Interpersonal skills

Needs assessment

Financial solutions

CRM tools

Client engagement

Organizational skills

Problem solving

Hybrid work

Education

Bachelor's degree in Business Administration or Finance

Tools

CRM tools

Job description

IndusInd Nippon Life Insurance, formerly known as Reliance Nippon Life Insurance, is a joint venture between IndusInd International Holdings and Nippon Life Insurance. The company provides diverse life insurance solutions tailored to meet individual needs. Their extensive offerings include Protection Plans, Child Education Plans, Retirement Plans, Savings & Investment Plans, and Health Plans. The organization focuses on delivering comprehensive financial security and life-stage solutions to its customers.

Role Description

This is a full-time hybrid role for a Key Relationship Manager located in Rohini, with flexibility for some work-from-home options. The Key Relationship Manager will be responsible for developing and maintaining strong relationships with clients, providing tailored insurance solutions, and addressing customer needs. Daily tasks will include engaging with clients, understanding their financial goals, guiding them toward suitable life insurance products, and ensuring seamless customer experiences. The role also involves collaborating with internal teams to achieve business targets and maintaining a high level of professionalism to promote customer satisfaction.

Qualifications

• Proven skills in client relationship management, communication, and interpersonal engagement
• Expertise in identifying customer needs and offering tailored insurance and financial solutions
• Basic knowledge of financial planning, insurance products, and regulatory compliance
• Strong organizational, time management, and problem-solving skills
• Proficiency in using CRM tools and digital platforms for client management
• Ability to work in a hybrid setting, balancing client meetings and remote tasks efficiently
• Bachelor's degree in Business Administration, Finance, or a related field
• Prior experience in insurance, banking, or financial services will be advantageous