Advisory & Project Manager - BFSI/NBFC

Manager Advisory and Project

Looking for Manager Advisory and Project,Manager (CS-Persistency team) for one of the most leading Insurance Company in Mumbai.

Job Title - Manager - Advisory and Projects

Department- Customer Service Persistency

Location- Back Office, Thane, Mumbai.

Job Purpose:

- To offer advisory to customers and channel based on products & market outlook and provide key insights based on analytics to form retention & persistency strategy & communication.

Principal Accountabilities:

- Providing advisory service to customer based on need analysis and market outlook

- Self managed portfolio advisory

- Manage customer retention tool to empower front end teams to offer appropriate solution and advice to the customer.

- To drive & manage advisory desk to enhance retention.

- To design & develop proactive retention communication.

- To analyze and interpret customer feedback to identify areas of improvement in customer retention.

- Create Business Cases and Management Summaries explaining business impact

- Enable Automation to ensure seamlessness in operations.

- Define project requirements and manage projects for improvements in processes, systems, client and sales force satisfaction.

Min Experience required 6 Years.

CTC may goes up to: 11 Lac

- Certified Financial Professionals (CFP) (mandatory) from financial sector with experience in advisory role in Wealth Management/Portfolio Management etc.

- Candidate are looking form, Banks, Broking firm or NBFC ONLY.

Directly connect with:
karishmaj@ikyaglobal.com
011-66130488