Senior Relationship Manager – Insurance

HappinessCue; Chandigarh; On-site; INR 600,000 - 1,200,000; Full time

Job summary

HappinessCue in Chandigarh invites applications for a Senior Relationship Manager - Insurance. The role focuses on understanding customer requirements, explaining relevant financial products, and building lasting relationships.

You will maintain a structured pipeline, identify sales opportunities, and collaborate with branches or partners as needed, with clear growth potential and performance reporting.

Qualifications

• 3–7 years of experience in customer-facing relationship roles
• Sales or insurance-related experience is a plus

Responsibilities

• Understand customer requirements
• Explain relevant financial products or services
• Maintain a structured sales pipeline
• Build and nurture relationships over time
• Handle branch, field, partner, or portfolio responsibilities and report performance

Skills

Relationship management

Sales/upselling

Communication skills

Job description

Job Summary

We are looking for a Senior Relationship Manager - Insurance to join a growing team in Chandigarh. The role involves understanding customer requirements, explaining relevant financial products or services, maintaining a structured pipeline and building relationships over time.

Responsibilities

• Understanding customer requirements
• Explaining relevant financial products or services
• Maintaining a structured pipeline
• Building relationships over time
• Depending on the assignment, there may also be branch, field, partner or portfolio responsibilities and regular performance reporting
• Customer-facing sales or relationship experience is useful, while relevant experience from other industries will also be considered
• The role is suitable for someone who wants clear responsibility and room to grow rather than a position where every activity is closely supervised

Experience

• The expected experience range is 3-7 years; strong candidates with closely relevant experience may also be considered
• Candidates from other industries are encouraged to apply where their customer-facing, sales or relationship experience is relevant