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We’re Hiring: Relationship Manager – Retail Sales 🌟

📍 Locations: Mumbai | Ahmedabad

🕒 Mon–Sat | ⏰ 10 AM – 6:30 PM

🎓 Qualification: Graduate | 💼 Exp: 1–5 yrs

🔹 Key Responsibilities:

✨ Drive client acquisition & achieve GWP sales targets

🤝 Manage & grow a network of 40–45 insurance agents

📊 Provide accurate quotations & close policy sales

🎯 Ensure 100% monthly GWP target achievement

💬 Build & maintain strong client & agent relationships

📋 Prepare daily/weekly MIS & ensure process compliance

💡 Skills Required:

📚 Insurance product knowledge

🗣️ Excellent communication & relationship management

⚡ Leadership & business acumen

🎁 Benefits:

💰 Competitive salary & incentives

🎓 Training & professional growth opportunities

🩺 Insurance coverage (GTL)

🤝 Supportive, growth-oriented work culture

About the Company:

It is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves in being a trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.

Location: Ahmedabad

Job Description:

• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients

• Responsible for managing HNI clients and acquiring new customers

• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios

Requirements:

• Graduate + MBAs from premier institutes

• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup

• Should be an aggressive, result-oriented & self-motivated professional

• Should have experience in handling HNI Client Acquisitions and Relationship Management & service

• Ability to engage clients in meaningful conversations about their finance

• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile

• Strong interpersonal skills with an ability to generate trust and confidence in clients

• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently

Technical Skills:

• Ability to understand and translate business requirements into design.
• Proficient in AWS infrastructure components such as S3, IAM, VPC, EC2, and Redshift.
• Experience in creating ETL jobs using Python/PySpark.
• Proficiency in creating AWS Lambda functions for event-based jobs.
• Knowledge of automating ETL processes using AWS Step Functions.
• Competence in building data warehouses and loading data into them.

Responsibilities:

• Understand business requirements and translate them into design.
• Assess AWS infrastructure needs for development work.
• Develop ETL jobs using Python/PySpark to meet requirements.
• Implement AWS Lambda for event-based tasks.
• Automate ETL processes using AWS Step Functions.
• Build data warehouses and manage data loading.
• Engage with customers and stakeholders to articulate the benefits of proposed solutions and frameworks.

Responsibilities and Duties 

•      Develop high-quality software design and architecture.

•      Achieve the timeline with quality delivery of assigned tasks.

•      Able to do technical analysis and code review.

•      Able to troubleshoot internal & production bugs.

•      Coordinate and support to project co-ordinator/project manager.

•      Development coding standards are achieved. 

•      Work with internal teams to understand and analyse their needs and to ensure that proposed solution caters to same.

•      Adopt new technology in quick time.

•      Implement Unit tests and Functional tests to ascertain highest quality of deliverables.

•      Identify, prioritize and execute tasks in the software development life cycle.

•      Understand business needs and know how to implement needs in the system to meet business needs.

•      Able to create technical documents.

•      Able to lead team members and plan team’s task.

•      Design, develop, modify, implement, and support software components anywhere in the software stack.

•      Work in close partnership with cross-functional teams and management.

Qualifications

•      Having knowledge of .NET C#, .NET Core, Angular JS, Web API, Micro Services, JavaScript, jQuery and Bootstrap.

•      Critical thinker and creative mindset and the ability to approach a problem creatively.

•      Ability to provide in-depth evaluation and analysis of unique complex technological issues. •      A meticulous approach to work.

•      A team player but can work independently too.

•      Excellent written and verbal communication skills.

•      Multi-tasking and time-management skills, with the ability to prioritize tasks.

•      Database knowledge spanning across SQL, PL/SQL, MSSQL Server, Performance tuning and RDBMS is preferred.

•      Proven track record of successful and timely project delivery.

•      Excellent written and verbal communication skills.

•      Demonstrated ability to lead others. 

• Design and develop solutions to complex technical problems spanning the development of product features, quality validation, and deployment to customers
• Build highly scalable web applications that are designed for high performance
• Lead design and code reviews
• Work closely with senior management, Product Manager, and our team of developers.
• Contribute visibly to product quality, innovation, and customer-centric design across the engineering organization
• Lead, motivate and direct team members to build high-quality software in a fast-paced agile environment
• Actively hire the engineering & product team, & develop the existing team
• Share experiences and skills to aid team members in enhancing their professional skills and career

• 4+ years of experience building large scalable systems
• Strong experience in agile methodologies and test-driven development (TDD)
• Experience in software development using open source technologies
• Knowledge in domain-driven design, design patterns, and enterprise integration patterns
• Must have experience in delivering software via complete Continuous Integration and Continuous Delivery (CI/CD) pipeline

• A history of working on side/hobby projects or contributing to open source projects is a plus
• You have worked in a startup before

Most importantly: Be excited to learn what you don’t already know!