Relationship Manger

Company Description OneInsure is the online avatar of Robinhood Insurance Broker Ltd., an IRDAI-licensed insurance broking firm founded in 2008 by professionals from premier institutes. The company offers a comprehensive range of life and general insurance products from leading insurers, enabling easy comparison and informed decision-making for thousands of customers. With nationwide operations across 10 major cities, 100+ branches, and a team of over 1,000 employees, OneInsure is among the top insurance brokers in India. The organization provides end-to-end services including claim settlement support, renewal reminders, and policy assistance for all policyholders, regardless of where they purchased their policy. Its customer-centric mobile app serves as a one-stop platform for 60+ services such as claim assistance, tax certificate generation, and policy management.

Role Description This is a full-time, on-site Relationship Manager role based in Thane. The Relationship Manager will manage and grow a portfolio of customers by building strong, long-term relationships and acting as a trusted insurance advisor. Daily responsibilities include understanding customer needs, recommending suitable life and general insurance products, and supporting customers through the proposal, issuance, and renewal lifecycle. The role involves coordinating with internal teams for claim assistance, service requests, and policy-related queries to ensure timely and accurate resolution. The Relationship Manager will also follow up with leads, conduct periodic reviews of customer portfolios, maintain detailed records in CRM systems, and contribute to customer retention and satisfaction goals.

Qualifications

• Candidates should possess strong customer relationship management and client service skills, with the ability to build trust and maintain long-term engagement.
• Candidates should possess sales and negotiation skills, including lead follow-up, cross-selling, and upselling within the insurance and financial services domain.
• Candidates should possess effective communication and interpersonal skills, including clear verbal and written communication in English and local languages.
• Candidates should possess basic analytical and problem-solving skills to understand customer profiles, assess insurance needs, and resolve issues efficiently.
• Candidates should possess proficiency with common office and CRM tools, and be comfortable working with digital platforms and mobile apps.
• Relevant experience in insurance, banking, or financial services is preferred, particularly in customer-facing or relationship management roles.
• A bachelors degree in any discipline is preferred; formal training or certifications in insurance or financial products will be an added advantage.
• Ability to work on-site in Thane, manage a structured workday, and meet defined performance and compliance standards.