Relationship Manager- Wealth- Bareilly

Job Description

Job Title: Relationship Manager Retail Insurance (Health, Motor, Life) Role Summary: We are looking for a proactive and detail-oriented Relationship Manager to serve as a key link between sales teams, channel partners, and insurance providers. The role involves ensuring smooth processing and closure of Health, Motor, and Life insurance policies, as well as onboarding and activating new partners to drive consistent business performance. Key Responsibilities: Coordinate with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion Follow up on leads to ensure timely closures and high conversion rates Onboard new partners and ensure they are active and productive Monitor, track, and report on the conversion and performance of retail insurance business Preferred Candidate Profile: Minimum of a graduate degree in any discipline Minimum 1 year of experience in insurance coordination, operations, or sales support Strong communication, interpersonal, and stakeholder management skills Excellent follow-up and organizational abilities Proficient in Microsoft Excel for data tracking and reporting