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

• Type of Job

  Full Time

• Work Location Type

  Work from Office