Relationship Manager

We are urgently hiring Relationship and Unit Managers in the Insurance/ Mutual Funds/SIP’s B2B and B2C sectors. Ideal for professionals passionate about customer engagement and sales growth.

🔹 Urgent Hiring: Relationship Managers (RM) & UM– Insurance/ Mutual Funds/SIP’s
      Sector (B2B & B2C)
      Job Title: Relationship Manager (RM) and Unit Manager (UM) – Insurance  Insurance/
      Mutual Funds/SIP’s Products

• Experience Required:  02 to 05 years (Insurance/finance sector / Mutual Funds/ SIP's preferred)

• Employment Type: Full-time

• Languages: Gujarati & Hindi (Mandatory); English (Preferred)

• Location: Surat & Bardoli ( Openings are for both the locations).
  
  

📌 Position Overview
We are actively seeking dynamic and result-oriented RM’s and UM’s to join our growing team in the Insurance Insurance/ Mutual Funds/SIP’s B2B and B2C segment. The ideal candidate will be responsible for acquiring, nurturing, and managing customer relationships for insurance products including Health, Mutual Funds, Life, and General Insurance.

🎯 Key Responsibilities

• Client Acquisition: Identify, approach, and acquire potential individual clients for various insurance products.

• Product Advisory: Understand customer needs and offer suitable insurance plans (Health, Life, Mutual Funds,Motor, Personal Accident, etc.)

• Sales Execution: Convert leads into sales by presenting product features, benefits, and comparisons.

• Relationship Management: Build and maintain long-term relationships with clients for renewals, upselling, and referrals.

• Lead Management: Regular follow-ups with leads generated through internal teams, campaigns, or personal networks.

• Customer Support: Provide excellent after-sales service and resolve customer queries promptly.

• Reporting: Maintain accurate records of sales, leads, and client interactions through CRM or Excel.

• Compliance: Ensure adherence to IRDAI and AMFI guidelines and company policies at all times.

• Team Collaboration: Coordinate with the support and underwriting team to ensure seamless policy issuance and servicing.

👤 Candidate Requirements

• Education:
  - XII std passed out is compulsory with Maths subject
  - Minimum Graduate in any stream (Finance/Commerce preferred)

• Experience: 2-5 years in Insurance Sales or Financial Product Sales (B2B & B2C)

• Skills Required:

  • Strong interpersonal and communication skills, convincing skills and patience.

  • Customer-focused attitude with a consultative approach

  • Ability to work under targets and handle field as well as telephonic sales

  • Basic proficiency in MS Office and CRM systems

  • Good in Lead Generation and converting into final Sales.

  • Should be able to handle Pressure, Go-Getter attitude, Smart & Hard working. 

• Languages: Gujarati and Hindi (Mandatory); English (Preferred)

• Gender: Male

• Preferred Background: Candidates from Insurance companies, Mutual Funds, Sales (B2B, B2C) or financial service providers will be preferred first.

💼 Salary & Benefits

• Salary Range: ₹30,000 – ₹50,000/month (negotiable based on experience)

• Industry: Insurance & Financial Services

• Employment Type: Full-time

• Incentives: Attractive commission structure on policy conversions & others.

• Bonuses: Annual performance-based bonus

• Training: Structured onboarding and product knowledge training

• Growth Path: Fast-track promotion to Senior Relationship Manager / Team Lead roles

• Work Environment: Supportive, goal-oriented, and rewarding culture.

📨 How to Apply

Pacifique Investments is looking for driven individuals who want to build a career in the thriving insurance sector.

To apply:

• Email your resume: hr@pacifiqueinvestments.com

• WhatsApp your profile: +91 9586238111

• Walk-in Interviews: Monday to Friday | 10:00 AM – 6:00 PM

📍 Interview & Work Location:
Pacifique Investments,
Union Heights, Office: 304-305, Wing - A, Behind Lalbhai Contractor Stadium, Opp. Rahul Raj Mall,
Vesu, Surat – 395007, Gujarat.

• It is a Full Time Field Sales job for candidates with 2 - 5 years of experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 2 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹30000 - ₹41000 per month + Incentives that depends on your interview. It's a Full Time job in Surat.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., PACIFIQUE INVESTMENTS.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 10 Relationship Manager at PACIFIQUE INVESTMENTS
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Field Sales job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 09:30 सुबह - 06:30 शाम timing.