Relationship Manager - Insurance

About the company

Fouress Finserv LLP is a fast-growing wealth distribution firm with 14 years of experience and assets under management of Rs 320 crores. The business works across mutual funds, life insurance, health insurance, PMS, fixed deposits, and end-to-end wealth management solutions. It also holds a corporate agency licence from IRDA to offer life, health, and general insurance products from multiple insurers. The team is expanding and is hiring driven, outcome-focused Relationship Managers to support sales growth.

Role overview

This position is focused on client acquisition, insurance and mutual fund sales, relationship building, and post-sales servicing for financial product customers in Chennai.

Key responsibilities

• Source fresh leads through referrals, networking, and field-based outreach.
• Meet potential and current clients to assess their financial requirements.
• Market and close sales for life insurance, health insurance, general insurance, and mutual fund offerings.
• Develop and nurture strong long-term customer relationships.
• Support customers after the sale and assist with portfolio reviews.
• Consistently meet monthly and quarterly sales goals.
• Identify opportunities to cross-sell and upsell financial products to existing clients.
• Keep complete and accurate records of client conversations and transactions.

Candidate profile

Applicants should have 3 to 5 years of experience selling mutual fund, life insurance, health insurance, or general insurance products. The role suits someone who is highly motivated by sales, comfortable with customer relationship management, and able to work toward targets. Strong communication and negotiation skills are important. The preferred age range is 25 to 35 years. A graduation degree is required. Candidates should be based in Chennai and willing to travel to Adyar.

Compensation and benefits

Pay will be among the best in the industry, with sales incentives, an annual increment, and other benefits.