Key Responsibility Areas

- 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
- Solid networking and relationship management skills
- Excellent communication skills, patience, persistence
- Strong analytical, problem solving and decision-making skills
- Proficiency at MS Office

Qualifications

MBA in marketing would be preferred

📌 Manager-I - GROUP OPS SERVICE SC (Mumbai)
🏢 ICICI PRUDENTIAL LIFE INSURANCE
📍 Mumbai