HNI Relationship Manager
- Policybazaar
- 0 - 4 years
- Mumbai
- 4 months ago
- Email to a friend
- Report this job
Job Description
Job Title: HNI Relationship Manager
Location: Mumbai
Job Overview: As an HNI Relationship Manager, you will be responsible for managing and building relationships with high-net-worth individuals (HNIs), understanding their financial needs, and offering them customized insurance and investment solutions. The role will involve a combination of sales, client relationship management, and providing tailored financial solutions to ensure high customer satisfaction and loyalty.
Key Responsibilities:
- Build and manage relationships with a portfolio of HNIs, understanding their unique financial goals and needs.
- Provide expert advice on a range of insurance and investment products including life insurance, health insurance.
- Conduct regular meetings with HNIs to offer personalized solutions, ensuring a high level of customer satisfaction.
- Develop and implement strategies to cross-sell and upsell insurance and investment products to the HNI clientele.
- Stay updated on market trends and financial products to provide the best solutions.
- Achieve sales targets and other KPIs set by the company.
- Ensure compliance with all legal and regulatory requirements.
- Attend networking events and maintain a robust network of HNI prospects.
Skills and Qualifications:
- Strong understanding of insurance and investment products.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to understand client needs and offer customized solutions.
- Self-driven with a strong passion for sales and relationship building.
- Previous experience in the insurance industry is a plus.
- Postgraduate in any relevant field (e.g., MBA Finance, Business Administration).
Compensation:
- For Freshers: 4 LPA
- Competitive salary with performance-based incentives.
- Health benefits, insurance, and other perks.
Note: Immediate joiners only please do not apply if you cannot join within a week.
Mandatory to have two wheeler and License
Interested candidates can reach out using the contact details below and are encouraged to refer their connections.
Name: Apurva gad Contact: 7045788***
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: General InsuranceRole: Insurance Sales / BD ManagerEmployement Type: FreshersContact Details:
Company: PolicybazaarLocation(s): Mumbai
Keyskills: Filed Work HNI Client Handling HNI Sales Sales Life Insurance Cross Selling Bfsi Sales Cross Sales Insurance Sales HNI Acquisition Casa Sales Banking Sales
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