Relationship Manager

IndusInd Nippon Life Insurance Company Limited; Surat; On-site; INR 300,000 - 600,000; Full time

Job summary

IndusInd Nippon Life Insurance Company Limited seeks a Relationship Manager to build and maintain long-term client relationships in Surat. You will assess client needs, present life insurance solutions, and coordinate with internal teams.

The role is on-site in Surat, requiring strong communication in English and local language. Prior experience in life insurance or financial services is a plus; bachelor’s degree preferred.

Qualifications

• Must build and maintain long-term client relationships.
• Proven ability to prospect, negotiate, and close sales in financial or insurance products.
• Strong verbal and written communication in English; local language preferred.

Responsibilities

• Meet prospective and existing clients to assess needs.
• Present suitable life insurance solutions across protection, savings, retirement and health plans.
• Coordinate with internal teams for policy servicing and fulfillment.
• Contribute to achieving branch and individual sales targets.

Skills

Relationship management

Sales & business development

Communication

Financial concepts explained

On-site in Surat

Integrity & compliance

Education

Bachelor’s degree

Job description

Company Description

IndusInd Nippon Life Insurance Company Limited (formerly Reliance Nippon Life Insurance) is a joint venture between IndusInd International Holdings and Nippon Life Insurance. The company offers a diversified portfolio of life insurance products tailored to different life stages and financial goals. Its key product segments include protection plans, child education plans, retirement plans, savings and investment plans, and health plans. IndusInd Nippon Life Insurance focuses on customer-centric solutions, long-term financial security, and sustainable growth opportunities for clients and team members.

Role Description

The Relationship Manager is a full-time, on-site role based in Surat. This role is responsible for building and maintaining long-term relationships with customers, understanding their financial and protection needs, and recommending suitable life insurance solutions across protection, child education, retirement, savings, investment, and health plans. Day-to-day tasks include meeting prospective and existing clients, conducting needs analysis, presenting product options, assisting with policy enrollment, and providing ongoing service and support. The Relationship Manager will also coordinate with internal teams to ensure smooth policy servicing, handle customer queries and concerns, and contribute to achieving branch and individual sales targets. The role requires diligent documentation, compliance with regulatory and company policies, and active participation in local marketing and customer engagement initiatives.

Qualifications

• Strong relationship management and customer service skills, with the ability to build trust and maintain long-term client engagements.
• Sales and business development aptitude, including prospecting, negotiation, and closing skills in financial or insurance products.
• Good communication and interpersonal abilities, with clear spoken and written English and local language proficiency preferred.
• Basic financial understanding and the ability to explain insurance, savings, and investment concepts in a simple, customer-friendly manner.
• Ability to work on-site in Surat, manage schedules effectively, and meet individual and team performance goals.
• Prior experience in life insurance, banking, or financial services is an advantage.
• Bachelor’s degree in any discipline is preferred; candidates with relevant experience in relationship or sales roles will also be considered.
• High level of integrity, adherence to regulatory and company compliance requirements, and a client-first mindset.