General Insurance Advisor

3 months ago

Greater Noida, India 7SEA CAPITAL LTD Full time

**Job Title: Relationship Manager**

**Location**: Greater Noida West, UP

**Company**: [7Sea Capital Limited]

As a Relationship Manager at [Financial Service Company], you will play a pivotal role in fostering and maintaining strong relationships with our high-net-worth clients. Your primary responsibilities will include managing a portfolio of client accounts, providing personalized financial advice, and ensuring the highest level of client satisfaction. You will act as a trusted advisor, understanding clients' financial goals and offering tailored solutions to meet their needs.

**Key Responsibilities**:

- Develop and maintain relationships with a portfolio of clients, ensuring their financial needs and objectives are met.
- Provide personalized financial planning and investment advice, including product recommendations and strategic guidance.
- Monitor and review clients' financial portfolios, making adjustments as necessary to align with their goals and market conditions.
- Address and resolve client inquiries and issues in a timely and professional manner.
- Collaborate with internal teams, including investment analysts and financial planners, to deliver comprehensive financial solutions.
- Stay informed about industry trends, market developments, and regulatory changes to provide up-to-date advice and recommendations.

**Qualifications**:

- Bachelor's degree in Finance, Business Administration, or a related field; advanced degree or certification (e.g., CFA, CFP)
- Proven experience in financial services, with a strong track record in relationship management and client service.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Strong analytical and problem-solving abilities, with a keen attention to detail.
- Ability to work independently and manage multiple client relationships effectively.
- Dedicated and focused towards their work and responsibility

**Job Types**: Full-time, Fresher, Internship, Volunteer

Pay: ₹150,000.00 - ₹300,000.00 per year

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (required)
- Sales: 1 year (required)
- Management: 1 year (required)

**Language**:

- English (required)

**Location**:

- Greater Noida, Uttar Pradesh (required)

Work Location: In person

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