Preferred Relationship Manager

Skywings Advisors Private Limited

0 - 1 Years
10 Openings
1.8 - 2.0 Lac/Yr
Posted today
Face-to-Face interview
Ernakulam

Key Skills

Bancassurance Banca Sales Life Insurance

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Job Description

Key Responsibilities:

Manage and nurture relationships with high-net-worth or preferred clients to ensure long-term loyalty and satisfaction.

Understand clients financial goals and provide personalized insurance and investment solutions accordingly.

Proactively identify opportunities for cross-selling and upselling relevant products such as life insurance, health plans, and investment options.

Serve as the primary point of contact for preferred clients, addressing their queries and resolving issues promptly.

Coordinate with internal teams (underwriting, claims, operations) to ensure seamless service delivery.

Monitor client portfolios regularly and provide timely reviews and recommendations.

Organize client engagement activities, events, and communication to strengthen relationships.

Achieve or exceed sales and retention targets for the preferred client segment.

Ensure compliance with regulatory standards and company policies throughout the client lifecycle.

Maintain accurate records of client interactions and transactions in CRM systems.

Experience
0 - 1 Years
No. of Openings
10
Education
Any Bachelor Degree
Role
Preferred Relationship Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Kerala

About Skywings Advisors Private Limited

Skywings Advisors Private Limited is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry. We are offering specialized services in all recruitment disciplines including Legal, Finance, IT, Sales & Marketing, Commercial, Health Care, automobile, Training & Education, Industrial & Warehouse & Construction, IT/Software, E-Commerce & Internet .rnrnWe strive to achieve the same level of understanding you have about your business. To Assuredjob.com that's paramount. But we also bring with us prodigious knowledge of recruitment practice and up to date assessment methods.