23 Aug
|
Kochar Infotech
|
Amritsar
23 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