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Relationship Manager - Insurance Sales @ Angel Broking

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 Relationship Manager - Insurance Sales

Job Description

  • Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
    Responsibility includes Advisory services to Promoters, Treasuries, HNIs and NRIs, Relationship management with Ultra HNI clients(Resident Indians, Corporates) in India ensuring annual revenue target achievement
    Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile
    Responsible for reporting to meet the targets along with Support team
    In depth understanding of Financial Market in Insurance
    Responsible to understand clients investment needs, creating long term asset allocation plan and 360 degree financial planning
    Responsibility of selling Life insurance and Nonlife 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).
    Should work hard on getting clients and ensure 2 meetings daily

Required Candidate profile:

  • Sales & acquisition experience in Insurance
    Experience in Customer Service, Customer Relationship
    Relationship Management
    Good knowledge of Insurance Market

Interested candidate contact

e mail id : su************a@an*********g.com

Job Classification

Industry: Banking
Functional Area: Sales & Business Development,
Role Category: Retail & B2C Sales
Role: Retail & B2C Sales
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: Any Postgraduate
Doctorate: Any Doctorate

Contact Details:

Company: ngel Broking Limited
Address: Ground Floor, G-1, Ackruti Trade Centre,, Andheri East, Mumbai City, Maharashtra,, MUMBAI, Maharashtra, India
Location(s): Hyderabad
Website: http://www.angelbroking.com

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Keyskills:   Target Achievement Customer Relationship General Insurance Cross Selling Life Insurance Relationship Management Insurance Sales LI Life Insurance Sales

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₹ 2,00,000 - 3,75,000 P.A

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Angel Broking

Angel Broking Limited