Relationship Manager

Omega Financial; Dongargarh, Bhilai; On-site; INR 500,000 - 700,000; Full time

Job summary

Omega Financial is seeking a proactive Relationship Manager to develop and manage insurance products and wealth management solutions for retail and institutional clients in India.

You will review client portfolios, aim to build AUM, achieve sales targets, and ensure high-quality service while complying with KYC/IRDAI regulations.

The role requires 2–5 years in financial services or insurance, with MBA/PG qualifications preferred and experience in AMC, mutual funds, NBFCs advantageous.

Qualifications

• Graduate / Post Graduate / MBA with interest in financial services.
• 2–5 years experience in Financial Services / Insurance.
• Candidates from AMC, Mutual Fund, NBFC preferred; wealth management exp advantageous.

Responsibilities

• Offering insurance products and a range of financial services to clients.
• Conducting comprehensive review of client portfolios and risk profiles.
• Meet and cross sales targets while delivering high-quality service.
• Ensure compliance with KYC/IRDAI rules and regulations.

Skills

Relationship management

Sales target achievement

Prospecting and closing

KYC/IRDAI compliance

Interpersonal skills

MS Office

PowerPoint

Internet savvy

Education

Graduate / Post Graduate / MBA

Tools

MS Office

PowerPoint

Job description

Role & responsibilities

Job Summary Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of life health and general insurances.

Relationship Manager duties and responsibilities

• Offering mainly insurance Products, a wide range of insurance Financial Services and insurance Wealth Management Solutions to retail investors, Institutions, Corporations, High-Net Worth Individuals and Families.
• Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile
• Selling Mutual funds, health insurance / life insurance / general insurance services and insurance related product & services - Responsible for building AUM and revenue generation as per company benchmarks
• Responsible for meeting & crossing sales targets
• Ensuring high quality service and key Customer Relationship Management
• Comply with KYC/ IRDAI rules, regulations and legislation Required
• Product knowledge
• Result oriented
• Prospecting and closing skills &Technical skills :-
• Good working knowledge in MS-OFFICE
• Effective PPT presentations in POWER POINT
• Internet savvy

Candidates Preferred

• Graduate / Post Graduate / MBA
• 2-5 years experience in Financial Services / Insurance
• Candidates from Asset Management Companies (AMC), Mutual Fund, NBFC background will be preferred
• Prior experience in Asset Management / Wealth Management industry will be an added advantage