Insurance RM

Company Description Prudent Corporate Advisory Services Ltd. is a leading financial services group offering diversified solutions across mutual funds, insurance, broking, fixed income, property, loans, and other allied products. Listed on both BSE and NSE since May 2022, Prudent manages over Rs. 1,38,630 Crore in assets and is Indias 3rd largest in terms of retail assets. Established in 2000, the organization has expanded to 156 branches across 21 states with a team of 1,500+ employees. Prudent also works with one of Indias most extensive partner networks, comprising more than 38,000 mutual fund distributors. The company focuses on helping clients achieve their financial goals while offering employees a structured, growth-oriented career path.

Role Description This is a full-time, on-site Insurance Relationship Manager role based in Coimbatore. The Insurance RM will manage and grow a portfolio of insurance clients, providing advisory support on life, health, and general insurance products. Daily responsibilities include meeting clients, understanding their risk and protection needs, recommending suitable insurance solutions, and assisting with policy issuance, renewals, and endorsements. The role involves coordinating with internal teams and insurance partners, handling customer queries and claims support, and ensuring high levels of service and policy persistency. The Insurance RM will also work towards achieving sales and revenue targets, maintaining compliance with regulatory guidelines, and preparing regular reports and updates on portfolio performance.

Qualifications

• Strong client relationship management and customer service skills, with the ability to build trust and long-term engagement.
• Sound knowledge of life, health, and general insurance products, along with basic understanding of broader financial services.
• Proficiency in communication and presentation skills, including the ability to explain complex insurance concepts in simple terms.
• Good organizational, time management, and follow-up skills to manage multiple client interactions and policy processes efficiently.
• Comfort with data reporting, basic MS Office tools, and using CRM or policy management systems.
• Minimum of a bachelors degree in any discipline; qualifications in finance, insurance, or related fields are an advantage.
• Prior experience in insurance sales, advisory, or financial services is preferred, especially in retail or branch-based roles.
• Commitment to ethical practices, regulatory compliance, and delivering a high-quality client experience.