22 Aug
|
Kochar Infotech
|
Amritsar
22 Aug
Kochar Infotech
Amritsar
Role & responsibilities
- Manage Mediclaim, insurance policies, investments, and family assets.
Track renewals, premium payments, and financial commitments.
- Liaise with banks, insurers, and financial institutions.
- Maintain accurate financial records and reports.
- Recommend suitable financial products and portfolio improvements.
- Ensure confidentiality of all financial information.
- Use digital tools for financial monitoring and reporting.
Preferred candidate profile
- Preferred background in banking with experience as PB, RM,
- Preferred Banking Manager, Wealth Manager, or HNI Relationship Manager.
- Solid understanding of investments, insurance, and wealth management products.
- Technology-savvy with digital-first working style.
- Excellent communication and organizational skills.
- Female candidate preferred.
📌 Manager (Amritsar)
🏢 Kochar Infotech
📍 Amritsar