Job Summary Incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of life health and general insurances.
Relationship Manager duties and responsibilities
- Offering mainly insurance Products, a wide range of insurance Financial Services and insurance Wealth Management Solutions to retail investors, Institutions, Corporations, High-Net Worth Individuals and Families.
- Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile
- Selling Mutual funds, health insurance / life insurance / general insurance services and insurance related product & services - Responsible for building AUM and revenue generation as per company benchmarks
-Responsible for meeting & crossing sales targets
- Ensuring high quality service and key Customer Relationship Management
- Comply with KYC/ IRDAI rules, regulations and legislation Required
- Product knowledge
- Result oriented
- Prospecting and closing skills &Technical; skills :-
- Positive working knowledge in MS-OFFICE
- Effective PPT presentations in POWER POINT
- Internet savvy
Candidates Preferred
- Graduate / Post Graduate / MBA
- 2-5 years experience in Financial Services / Insurance
- Candidates from Asset Management Companies (AMC), Mutual Fund, NBFC background will be preferred
- Prior experience in Asset Management / Wealth Management industry will be an added advantage