Relationship Manager

Job description

Job Description This job is provided by apna.co Job Description: We are hiring confident and career-focused female candidates for the role of Life Planning Officer. This is a unique opportunity offering fulltime job on company rolewith full-time income. Ideal for women looking to build a professional career with work-life balance. Key Responsibilities Understand clients' life goals and recommend suitable financial or insurance plans. Build and maintain strong relationships with clients through regular follow-up. Provide guidance on life planning, financial security, and goal-based investments. Conduct meetings (online or offline) with individuals or families to explain product benefits. Maintain client records and report daily activities to the team leader or manager. Participate in training programs for product knowledge and communication skills. Requirements Female candidates only. Minimum education: 12th pass or graduate. Good communication and presentation skills. Interest in financial planning, insurance, or client servicing. Basic computer knowledge (Excel, email, etc.). Freshers are welcome; training will be provided. Benefits Full time work, full-time income, company pay role Fixed salary + PF +Health facility,attractive incentives Flexible working hours (ideal for homemakers, students, or return-to-work professionals) Career growth opportunities in financial services Free training and certification support