Key Responsibilities:
Client Onboarding: Guide new customers through the onboarding process post-sale, ensuring all documentation and policy issuance formalities are completed smoothly.
Customer Education: Explain policy features, benefits, and servicing procedures to clients in a transparent and skilled manner.
Relationship Management: Serve as a single point of contact for current policyholders during the initial months of policy activation.
Issue Resolution: Handle post-sale queries, complaints, or requests with prompt resolution and escalation when necessary.
Policy Servicing Support: Assist clients with changes such as nomination updates, address changes, premium payments, and more.
Retention Focus: Proactively engage with clients nearing renewal periods to ensure continued policy engagement and renewal.
Cross-functional Coordination: Liaise with internal departments such as underwriting, claims, and operations to ensure client needs are met efficiently.

📌 Financial Relationship Managers Chennai
🏢 Skywings Advisors
📍 Chennai