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This is a full time on site role for senior relationship manager for Bangalore, Chennai and Delhi. The senior relationship manager will be responsible for building and maintaining relationships with key clients, identifying customer needs, offering appropriate insurance solutions, ensuring high standards of customer service. Daily tasks include managing client accounts, providing product information, meeting and interacting with clients.
Responsibilities
Qualifications
We’re simplifying insurance products so that even a 15-year-old can comprehend them. We believe this can be changed; the way insurance products are viewed, purchased, and claimed. Simply put, we are here ‘To Make Insurance Simple
Job ID: 113842227
Skills:
Wealth Management., Client Engagement, Client Relationship Management, Collaboration, CRM, Documentation, Financial Marketing, Financial Planning, Good Communication, Investment Advisory, Lead Generation, Market Research, Mutual Funds, Regulatory Compliance, Reporting
Skills:
Client Relationship Delinquency management, Liability Fx Trade, credit assessment, Analytical mindset, Sales Planning
Skills:
investment products, Cross-selling, Business Development, Revenue Generation, Client Retention Engagement, Relationship Management, Capital Markets Sales, Retail HNI Acquisition