- Coordinating with mid-and-senior management level clients for their requirements and requests
- Managing customized requests of HNI clients
- Scheduling investments and trust advisory calls
- Managing client requests/queries/complaints by coordinating with the internal stakeholders concerned
- Ensuring all requests are managed within TAT on the Customer Relationship Management (CMS) system.
Key Accountabilities
- Should have knowledge about financial services
- Should be focused in delivering timely results and achieving targets
- Strong client management skills
- Strong networking and relationship management skills
- Excellent communication skills, patience, persistence
- Robust analytical, problem solving and decision-making skills
- Proficiency at MS Office
Qualifications
MBA in marketing would be preferred
📌 Manager-I - GROUP OPS SERVICE NORTH (India)
🏢 ICICI PRUDENTIAL LIFE INSURANCE
📍 India
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