Advisory & Projects - Wealth Mgmt

Manager – Advisory and Projects in CS-Persistency team - Leading MNC Life Insurance

Manager – Advisory and Projects in CS-Persistency team.

Department- Customer Service Persistency

Total Exp required: Min 7 years out of which atleast 3 years in Wealth Management/Portfolio Management

This role would be responsible to provide advisory to existing customers on products and market outlook.

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.

CTC : 9 Lkhs to 11 Lkhs

Work Location : Mumbai

email : sonam@careeravenues.net