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Relationship Manager - Sales - Insurance


TEKPILLAR SERVICES


Location

Coimbatore | India


Job description

We are writing to advise you of an excellent career opportunity with Finance Company, one of India's top financial businesses. We are looking for a dynamic and experienced relationship manager.

Roles and responsibilities :

- Develop and cultivate relationships with rich individuals, corporate clients, and institutions.

- Offer specialized financial guidance and solutions.

- Serve as the client's primary point of contact, guaranteeing a positive experience.

- Manage investment portfolios to maximize returns and rebalance as needed.

- Use networking to discover and explore new business opportunities.

- Ensure that rules and internal policies are followed.

- Regularly monitor and assess portfolio performance and provide updates.

Desired candidate profile:

- Offering specialized banking products to a select set of high-net-worth individuals.

- Graduate or postgraduate.

- Customer Orientation

- High energy levels combined with a desire to achieve.

Benefits and perks include:

health insurance, childcare, paid time off, pension, annual leave, and maternity leave for female candidates.

For additional details, contact us at 8488833693


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