Key Responsibilities:

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Client Onboarding: Guide new customers through the onboarding process post-sale, ensuring all documentation and policy issuance formalities are completed smoothly.

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Customer Education: Explain policy features, benefits, and servicing procedures to clients in a clear and professional manner.

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Relationship Management: Serve as a single point of contact for recent policyholders during the initial months of policy activation.

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Issue Resolution: Handle post-sale queries, complaints, or requests with prompt resolution and escalation when necessary.

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Policy Servicing Support: Assist clients with changes such as nomination updates, address changes, premium payments, and more.

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Retention Focus: Proactively engage with clients nearing renewal periods to ensure continued policy engagement and renewal.

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Cross-functional Coordination: Liaise with internal departments such as underwriting, claims, and operations to ensure client needs are met efficiently.

📌 Financial Relationship manager (Chennai)
🏢 Skywings Advisors
📍 Chennai