Relationship Manager

Role & responsibilities

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 :-

- Good 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