Agency Relationship Manager - Insurance (2-7 yrs)
TekPillar Nagpur Full-time
We are pleased to inform you about a fantastic career opportunity with a leading finance company in India. We are seeking a proactive and experienced Agency Relationship Manager - Insurance to join our dynamic team.
Roles and Responsibilities:
- Build and maintain strong relationships with high-net-worth individuals, corporate clients, and institutions.
- Provide expert financial advice and tailored solutions to meet client needs.
- Act as the primary contact for clients, ensuring an exceptional service experience.
- Manage and optimize investment portfolios to maximize returns.
- Leverage networking to identify and pursue new business opportunities.
- Adhere to regulatory guidelines and company policies.
- Monitor portfolio performance and provide regular updates to clients.
Desired Candidate Profile:
- Experience in offering specialized banking and financial products to high-net-worth clients.
- Graduate or postgraduate in a relevant field.
- Strong customer-focused approach with excellent relationship management skills.
- High energy and a strong drive to achieve targets.
Perks & Benefits:
- Health insurance, childcare support, and paid time off.
- Pension benefits and annual leave.
- Maternity leave for female employees.
For more details, contact us at 9978343047
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