Relationship Manager Insurance

MyAssetsConsolidation.com; Chennai District; On-site; INR 500,000 - 700,000; Full time

Job summary

MyAssetsConsolidation.com, based in Chennai, is seeking a Relationship Manager Insurance to work on-site in the Greater Chennai Area. You will meet clients, understand their insurance and broader financial needs, and recommend life, health, and general insurance solutions aligned with goals.

You will manage renewals, documentation, and servicing of claims with insurers. The role emphasizes proactive relationship building, client communication, and collaboration with colleagues to deliver a

Qualifications

• Strong client relationship and customer service skills including active listening, empathy, and explaining financial concepts clearly.
• Sales and business development skills such as prospecting, networking, meeting targets, and managing a pipeline of opportunities.
• Fundamental knowledge of insurance products and personal finance, including life, health, and general insurance, with risk profiling and planning basics.
• Clear spoken and written communication, negotiation, and ability to create basic proposals and reports.
• Organizational and administrative skills, including documentation handling, follow-up management, and CRM usage.

Responsibilities

• Meet prospective and existing clients to assess insurance and financial needs and recommend suitable life, health, and general insurance solutions.
• Conduct regular follow-ups, manage policy renewals, and handle documentation and timely servicing of claims and endorsements with insurers and internal teams.
• Maintain accurate client records, prepare basic proposals and presentations, and support cross-selling of other financial products.
• Ensure compliance with regulatory and internal standards and deliver a high-quality, trustworthy client experience.

Skills

Client relationship

Sales & business development

Communication & presentation

Organizational & administrative

Financial concepts explanation

Education

Bachelor's degree in finance/commerce/business

IRDAI insurance license (beneficial)

Tools

CRM

Job description

MyAssetsConsolidation.com, a brand of Fouress Finserv LLP, is an AMFI-Registered Mutual Fund Distributor (ARN 292640) based in Chennai and has been serving individuals, professionals, and business owners since 2011. The company focuses on helping clients unlock the potential of their money through personalized investment plans tailored to their goals, risk tolerance, and investment horizon. Its offerings include mutual fund investments (SIPs and lumpsum), insurance solutions, portfolio management services (PMS), and corporate bonds. MyAssetsConsolidation.com supports a wide range of financial aspirations, from retirement planning and children’s education to major life goals, providing client-centric strategies and long-term guidance.

Role Description

The Relationship Manager Insurance is a full-time, on-site role based in the Greater Chennai Area. This role involves meeting prospective and existing clients, understanding their insurance and broader financial needs, and recommending suitable life, health, and general insurance solutions aligned with their goals. The Relationship Manager will conduct regular follow-ups, manage policy renewals, handle documentation, and ensure timely servicing of claims and endorsements in coordination with insurers and internal teams. Responsibilities also include maintaining accurate client records, preparing basic proposals and presentations, supporting cross-selling of other financial products, and adhering to regulatory and internal compliance requirements. The role requires proactive relationship building, consistent client communication, and collaboration with colleagues to deliver a high-quality, trustworthy client experience.

Qualifications

• Candidates should possess strong client relationship and customer service skills, including active listening, empathy, and the ability to explain financial concepts in simple terms.
• Candidates should possess sales and business development skills, such as prospecting, networking, meeting targets, and managing a pipeline of insurance and investment opportunities.
• Candidates should possess fundamental knowledge of insurance products and personal finance, including life, health, and general insurance, and an understanding of risk profiling and financial planning basics.
• Candidates should possess communication and presentation skills, including clear spoken and written communication, negotiation skills, and the ability to create basic proposals and reports.
• Candidates should possess organizational and administrative skills, including attention to detail, documentation handling, follow-up management, and the use of CRM or similar tools.
• Relevant qualifications such as a bachelor’s degree in finance, commerce, business, or a related field and/or IRDAI insurance license are beneficial.
• Prior experience in insurance sales, banking, or financial services, especially in client-facing roles in the Greater Chennai Area, will be an added advantage.
• Candidates should be comfortable working on-site, demonstrate integrity, and maintain compliance with regulatory and company standards.