Company Description
Founded in January 2022, Centricity is dedicated to empowering finance and investment professionals who aspire to establish independent practices. The company offers a comprehensive SAAS-based investment management platform with digital transactional capabilities that support a diverse product suite. Centricity aims to provide a family office-like experience to clients from emerging affluent to high net-worth segments. As a boutique by design and an institution by default, Centricity bridges the gap between stability for clients and professional independence for wealth managers.
Role Description
This is a full-time on-site role located in Jabalpur for an Insurance RM (Relationship Manager) role. The Insurance Relationship Manager will be responsible for managing insurance and financial products, providing exceptional customer service, and fostering relationships with clients. Responsibilities include supporting insurance brokerage processes, ensuring client satisfaction, and enhancing client engagement through effective communication and tailored financial recommendations.
Qualifications
- Understanding of Insurance products and services
- Knowledge and experience in Finance and Insurance Brokerage
- Strong Communication skills for client interactions and consultations
- Commitment to delivering high-quality Customer Service
- Ability to build and maintain professional relationships
- Relevant experience in the financial and insurance industry preferred
