Relationship Manager/Senior Relationship Manager - Financial Services/Insurance

Roles and Responsibilities : 

- Responsible for developing new clients and servicing existing clients.

- Studying the client's existing portfolio and consulting the client in managing their risks.

- Complete understanding of product offerings.

- Responsible for preparing proposals for clients presentations and assisting the clients with roadshows.

- Interacting with all relevant risk insurance markets and sourcing the best solutions for our clients.

 - Ensuring all the documentations and policy issuance is as per the SLA discussed.

- Ensuring all policy documents are in order and are reaching the clients within agreed timeframe.

- Renewal tracking and ensuring timely reminders are sent to the clients for premium payment to ensure insurance continuity.

- Providing continuous assistance to our clients with regard to any query related to claims.

- End to End monitoring and execution of responsibilities ie. On boarding to renewal of clients.

- Build and maintain relationships with key stakeholders at the insurance companies.

- Responsible for Booking and Invoicing of Business on Time.

Technical Skills : 

MSOffice Word, Excel, PowerPoint, MSOutlook

General Skills : 

- Proven Leadership skill traits (elected leader in community, school & college). Background of having leadership role.

- Strong analytical skills, problem solving and decision making skills.

- Good networking skills and relationship management skills.

- Strong communication and presentation skills.

Preferred candidate profile : 

Prior Experience : 

- 5-8 years of experience in insurance industry either with an insurer or broker.

- Domain knowledge preferred.

Education/ Qualification : 

- MBA from a reputed B - School or Post Graduate with industry experience in Affinity or Insurance Sector.

Industry Type-Banking, Financial Services, Broking

Education - PG :MBA/PGDM in Any Specialization