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Premier Relationship Manager in Insurance

1.00 to 6.00 Years   Bangalore   03 Sep, 2023
TEKPILLAR
Job LocationBangalore
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryInsurance
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

    We are looking for a Premier Relationship Manager in Elite Direct Sales Force department for Indias Leading Insurance Company.Responsibilities:
    • Build and nurture strong relationships with high-net-worth clients
    • Conduct financial needs analysis and design tailor-made insurance and investment strategies
    • Monitor and manage clients investment portfolios, providing proactive insights
    • Prospect and identify new high-net-worth clients while expanding existing relationships
    • Ensure compliance with regulatory guidelines and maintain accurate documentation
    Qualifications:
    • Bachelors degree in Finance, Business, or related field.
    • 1 to 5 Years in Sales and Marketing into Insurance, Investment or broking domain.
    • In-depth knowledge of financial products, markets, and tax implications.
    • Excellent communication and interpersonal skills.
    • Proficiency in CRM tools and financial software.
    • Ethical and committed to client confidentiality.
    Benefits:
    • Competitive salary with performance-based incentives.
    • Comprehensive health and wellness benefits.
    • Professional development opportunities.
    • Access to a range of Life Insurance products and services.

Keyskills :
insurancebrokingportfoliowealthbankinginvestmentsalesgenerationfundsleadmutual

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