Relationship Manager - Sales - Insurance (1-6 yrs)
Job Description :-
Advising clients on various investment ideas based on the suitability to their risk profile, return expectation.
Advisory services to Promoters, Treasuries, HNIs and NRIs, Relationship management with Ultra HNI clients(Resident Indians, Corporates) in India
In depth understanding of Financial Market.
- Responsibility of selling Life insurance and Non Life Insurance products as well as other Cross sell products.
- Improve business quality by ensuring ECS (Electronic clearing system) is mandatory for renewal premium collection.
- Persistency management for renewal premium collection.
- Details against all leads should be updated on the LMS( Learning Management System).
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