Relationship Manager

IndusInd Nippon Life Insurance Company Limited; Ludhiana; On-site; INR 350,000 - 550,000; Full time

Job summary

IndusInd Nippon Life Insurance Company Limited is seeking a Relationship Manager for Ludhiana to build and sustain customer relationships, assess financial needs, and recommend life insurance and related products. The role involves proactive follow-ups and post-sales support to ensure high customer satisfaction.

You will conduct client meetings, explain policy features, coordinate with internal teams for smooth policy issuance, and strive to meet sales and service targets in a compliant manner.

Qualifications

• Bachelor's degree required in any discipline.
• Strong communication and interpersonal skills.
• Experience in life insurance or financial services is an advantage.
• Proficiency with CRM systems and digital tools.

Responsibilities

• Build and maintain relationships with customers and prospects.
• Understand needs and recommend life insurance and related products.
• Conduct follow-ups, manage renewals, and provide post-sales support.
• Achieve sales and service targets in a compliant, professional manner.

Skills

Relationship management

Client servicing

Sales

Cross-selling

Communication skills

CRM experience

Education

Bachelor's degree

Job description

Company Description

IndusInd Nippon Life Insurance Company Limited is a joint venture between IndusInd International Holdings and Nippon Life Insurance, combining strong local expertise with global insurance experience. The company offers a wide range of life insurance solutions across protection, child education, retirement, savings and investment, and health plans. With a focus on long-term financial security and customer-centric products, IndusInd Nippon Life Insurance aims to support individuals and families through every life stage. Team members join a growing organization committed to responsive service, ethical practices, and continuous improvement in insurance offerings.

Role Description

The Relationship Manager is a full-time, on-site role based in Ludhiana. This role involves building and maintaining strong relationships with customers, understanding their financial protection and investment needs, and recommending suitable life insurance and related products. The Relationship Manager will conduct regular follow-ups, manage policy renewals, and provide post-sales support to ensure high customer satisfaction. Daily responsibilities include meeting potential and existing clients, explaining product features and benefits, coordinating with internal teams for smooth policy issuance, and achieving assigned sales and service targets in a professional, compliant manner.

Qualifications

• Strong customer relationship management, client servicing, and interpersonal communication skills.
• Sales, cross-selling, and upselling capabilities, with a focus on life insurance and financial products.
• Ability to understand customer needs, provide solutions-based advice, and handle customer queries and concerns effectively.
• Basic knowledge of life insurance concepts, financial planning, and compliance or a willingness to learn quickly.
• Proficiency in using digital tools and CRM systems for lead management, documentation, and reporting.
• Excellent spoken and written communication skills in English and local languages as required.
• Ability to work on-site in Ludhiana, manage field visits, and meet performance targets under minimal supervision.
• Minimum of a bachelor’s degree in any discipline; prior experience in insurance, banking, or financial services is an advantage.