Designation / Position Relationship officer (Life Insurance)
Job Description
Job Description:
• Number of Customer meeting per day
• Delivery of Minimum business guarantee
• Creating Leads through campaigns /Cold c...
...clients by answering questions and offering guidance on financial matters. - Coordinating meetings between clients and other members of the team such as advisors or financial planners. - Conducti...
...field
Experience with CRM software and MS Office Suite
CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification
Fluent in English and Hindi
Desired Candidate ...
We are hiring for Relationship Manager Web sales
criteria:
Good communication skills
At least 1 year experience must in life insurance
Explain various insurance policies and products to potential and existing cli...
...preparation of technical notes for documentation or management discussion which serves best for internal or external discussion.
The Actuarial Services Team aims to aid with IFRS implementation, business planning...
...bonus Education: any Graduate Experience: 3 to 4 Years experience in sales or marketing Job Description: - Management : The agency will be... ...) from their personal and professional network...
...Relationship Manager Life
Location: Mumbai
Duration: Full Time
Responsibilities of Relationship Manager Life
The candidate will be responsible for managing sales and relationship with clien...
...differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers' portfolio.
The goal is to build up strong positive relationships, to ensure growth attainment and increa...
...Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations. Location - Mumbai and Pune. Experience required - Wealth Management... ...officer. Requirements : Graduate with Exp...
...Dear Candidate,
Provide support in Sales of Life Insurance business through bank customers at bank branches
across assigned locations.
Tapping the right database of the branch and ensure authentic docume...
