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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 Role:

We are seeking motivated and detail-oriented Compliance professionals to join our team in Ahmedabad. The ideal candidate will be responsible for ensuring adherence to regulatory and statutory requirements across corporate and broking operations, including Mutual Funds, Bonds, Insurance, NPS, and related financial products.

Key Responsibilities:

Corporate Compliance:

• Ensure compliance with various regulations governing Mutual Funds, Bonds, Insurance, NPS, and other financial instruments.
• Draft, review, and vet agreements and compliance documents.
• Prepare and submit compliance reports and filings with regulators in a timely manner.

Broking Compliance:

• Disseminate regulatory circulars and notifications issued by SEBI, Exchanges, and other regulators; maintain actionable MIS for implementation and adherence.
• Conduct settlement of client balances (funds/securities) and ensure proper documentation.
• Handle AP (Authorized Person) registration/cancellation processes and ensure compliance.
• Manage NEAT/CTCL terminal requests and maintain related MIS.
• Prepare and submit weekly, monthly, quarterly, half-yearly, and annual regulatory returns to the exchanges.
• Coordinate with Exchanges, Clients, and internal departments on compliance matters.
• Maintain client transaction data and ensure proper record-keeping.
• Prepare and maintain various compliance-related MIS reports.

Candidate Requirements:

• Graduate/Postgraduate in Commerce, Law, Finance, or a related field.
• 2+ years of experience in Compliance (Corporate or Broking domain).
• Sound understanding of SEBI, AMFI, IRDA, and Exchange regulations.
• Strong analytical, documentation, and communication skills.
• Proficient in MS Office and compliance-related reporting tools.

We’re Hiring: Relationship Manager – Retail Sales 🌟

📍 Locations: Mumbai | Ahmedabad | Aurangabad

🕒 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 Company

Our client 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.

Objective:

• To manage complete back-office operations related to insurance broking business.

• SAIBA (Insurance broking software) based transactions management.

• Business renewals and retention

Roles & Responsibilities:

• Entry / booking of new / renewal business.

• Tracking the proposal end to end from booking, issuance, endorsement, and brokerage recovery.

• Recon of broking account statements and raising of invoices with insurance companies and timely collection of commission

• Follow-up with insurance companies for brokerage recovery

• Rapport building with insurance companies.

• Follow-up with internal stakeholders for requirement closure

• Create reports and dashboards and publish to internal and external stakeholders and management on a timely basis.

• Follow-up with IT team for reporting and closure of systems bugs/ issues

• Reconciliation Management

• Data Management

Requirements:

• Graduation / Post Graduation. Insurance related qualification would be added advantage.

• 2 -3 years of relevant experience

• Strong proficiency on MS- Excel. Good working knowledge of MS Office – Word, PowerPoint, and Outlook

• Experience of working in the space of insurance broking operations

• Conversant to SAIBA software or any other insurance broking software

• Good cross functional coordination capabilities with internal stakeholders like Finance, compliance, internal audit etc.

• Excellent skills in Microsoft Excel

• Good communication skills

• Good hold on data and datacentric assignments

POST: Sales Executive (Male/Female)

JD Includes:

• Relevant Experience from Banking/Insurance Industry
• Two-Wheeler Must
• Well versed with Ahmedabad geography
• Able to drive Loan Volume Targets

• Job Title:- Sales Manager
• Exp:- 2yr to 4yrs
• Location:- C.G Road, A’bad
• No. of Days Working:- 6 Days

• Recruit the insurance sales advisers from your own network who would represent and sell Life Insurance products in the market.
• Training the sales advisers on products and sales to meet business targets.
• Fix customer appointments and visit potential customers for new business.
• Make the customer understand about the various benefits available in the plan check whether it meets with the customers requirements.