Relationship Manager

Samit HR

Dear Jobseekers,

We are hiring Relationship Manager- DM for insurance brokerage house. Please go through the job description given below.

Location-: Rohini

Experience-: 1-4 Years

Salary-: TO 6 LPA

Job Description-:

The candidate will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.

Candidates having experience in Mutual funds or Life Insurance or General insurance or Health insurance should only apply

Roles and Responsibilities:

Based on your experience and company's profile you will be responsible for some/all of the following:-

Procuring the potential clients through networking, database, market analysis and references.

Generating cross-sell revenue and doing 360 degree financial planning by wealth management.

Managing and improving relationship values through client ling.

Liaison with operations team to resolve queries and revenue generation.

Comply with organizational guidelines and norms.

Direct-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.

Achieving financial goals and maintaining organization brand value.

Qualification-: Graduate

Interested candidate can send their resume on given details.

Note-: Please write in email subject line Relationship Manager- DM.

Experience : 1 - 4 Years

No. of Openings : 15

Education : Post Graduate Diploma

Role : Relationship Manager

Gender : [ Male / Female ]

Job Country : India