Customer Relationship Executive: Insurance

4 weeks ago


Industrial Area Sector, India Sahayak Associates Full time

**About Sahayak Associates**
Sahayak Associates is a Wealth Management firm that offers a complete range of solutions
to help build, manage and preserve wealth for its clients by executing strategies that
maximizes growth and optimizes risk.
At Sahayak, we are determined to offer a seamless customer experience that maintains the
highest standards of confidentiality and keeps the interest and financial goals of our
customer in mind.
Sahayak Associates comprises a team of experienced Finance Professionals and is one of the
fastest growing Wealth Management firm in the region handling more than 500 clients at
present.

**Job Title: Customer Relations Executive - Insurance**

**Responsibilities**:

- Provide prompt, accurate, and friendly customer service. This will include providing

the most cost-effective comprehensive Insurance coverage to clients.
- Prospect for new business through various channels and follow up warm leads.

Shall involve responding to inquiries regarding coverage, policy changes, insurance
availability etc.
- Use a customer-focused, needs-based review process to educate customers about

insurance coverage/options.
- Hold internal and client facing status meetings, and updates that report on

performance, issues, and continuous improvement.
- Create and maintain comprehensive project and client documentation.
- Plan and facilitate client-planning sessions to ensure all contractual obligations are
- met and performance of client’s portfolio is on par with expectations.- Build strong working relationships with clients, stakeholders, and team members

through effective communication throughout the client life cycle.
**Job Requirements**
- College degree with 2-3 years of experience within the financial management

industry: Insurance, Financial Markets etc.Service/Sales experience shall be a plus.
- Have a good understanding of core business concepts related to insurance, IRDAI

guidelines and product options.
- Must be a Self-starter with a passion for Goal achievement, positive and enthusiastic

attitude.
- Excellent communication, presenting and reporting skills in English language

desired
- Expertise in Microsoft Office products especially Microsoft Excel
- Have access to a laptop, personal conveyance and smartphone for work purposes.
- Is willing to work and travel according to the client schedules/ routines.

**Additional Information**
- Fixed salary/incentive based pay. Looking for someone who is

willing to put in extra hours at work to deliver value
- This position does not have standard working hours as timings

might change vary based upon client needs.
+91-9872804694, 9530661434



  • Industrial Area Sector 28, India Sahayak Associates Full time

    **About Sahayak Associates** Sahayak Associates is a Wealth Management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximizes growth and optimizes risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of...


  • Vishwakarma Industrial Area, Jaipur, Rajasthan, India Evapoler Eco Cooling Solutions Full time

    **Company Name**: Evapoler eco cooling solutions **Job Title: Customer Relationship Executive** **Location**: [G1-11, V.K.I.A. Extn., Badharna, Jaipur - 302013 (Rajasthan] **Position Overview**: We are seeking a skilled **Customer Relationship Executive** to join our procurement team. person will be responsible for customer and payments follow-ups....


  • Industrial Area Sector 28, India Mango Grove Hotel Full time

    **Job Summary**: The Hotel Reservation Executive will operate the Reservations desk and handle all bookings & reservations recieved **Duties/Responsibilities** - Directs guest requests to appropriate hotel staff for assistance - Maintains knowledge of hotel policies including room rates, discounts & special offerings **Required Skills/Abilities**: -...


  • Kota Industrial Area, Kota, Rajasthan, India Vardman Industries Full time

    Job Description**:Customer Relationship Executive** Position**:Customer Relationship Executive** Location**:Kota** Company**:Vardman Group** Employment Type**:Full-time** **About Us**: Vardman Group is a leading exporter, supplier, and online retailer of natural stone products, specializing in high-quality paving stones. Our ecommerce business is...


  • Industrial Area Sector 28, India Sahayak Associates Full time

    **About Sahayak Associates** Sahayak Associates is a Wealth Management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximizes growth and optimizes risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of...


  • Vishwakarma Industrial Area, Jaipur, Rajasthan, India Formosa Synthetics Pvt Ltd Full time

    Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. - Inputting orders, ensuring they are processed according to customer requirements, and ensuring all orders are accurate and delivered on time. - Collaborating with other...


  • Vishwakarma Industrial Area, Jaipur, Rajasthan, India Formosa Synthetics Pvt Ltd Full time

    Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. - Inputting orders, ensuring they are processed according to customer requirements, and ensuring all orders are accurate and delivered on time. - Collaborating with other...

  • Customer Relationship

    2 weeks ago


    Greater Bengaluru Area, India Waytogo Consultants Full time

    Offering solutions and Cross selling Bank's retail banking and third-party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)Achieve Business budgets as assigned by the organization on a monthly basis consistently.Generating referrals and leads of new customers for the sale of the bank's products.Promoting the...


  • Industrial Area , Lucknow, Uttar Pradesh, India T & L Gases Pvt. Ltd. Full time

    Job Title: Customer Relationship Executive **Location**: [Location] **Department**: Customer Service / Sales **Reports To**: Customer Relationship Manager / Sales Manager **Position Type**: Full-Time **Job Overview**: **Key Responsibilities**: - **Client Management**: Build and maintain strong, long-lasting relationships with clients by understanding...


  • HSR Layout Sector 1, Bengaluru, Karnataka, India Floatr Wealth Full time

    As customer success Executive you will support the client in their onboarding and post sales support. You should focus on customer loyalty and building close long-term client relationships. Provide service to client for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting. Work...


  • Industrial Area, India Preficia India Full time

    Currently we are hiring for 3 processes! - Graduate, If Undergraduate then experience is mandatory - 27K CTC = 20,700 in hand + 2-2.5k PLI (Incentive) - Process - HR Screening + Operation Round + Non-Voice Versant Amazon IN (Domestic; Day Shifts; Voice) - Graduate, If Undergraduate then experience is mandatory - 27K CTC = 20,700 in hand + 2-2.5k PLI...

  • Tele Caller Executive

    3 weeks ago


    Vishwakarma Industrial Area, Jaipur, Rajasthan, India Evapoler Eco Cooling Solutions Full time

    **Company Name**: Evapoler eco cooling solutions **Job Title: Customer Relationship Executive** **Location**: [G1-11, V.K.I.A. Extn., Badharna, Jaipur - 302013 (Rajasthan] **Position Overview**: We are seeking a skilled **Telecaller ** to join our procurement team. person will be responsible for customer and payments follow-ups. **Key...

  • Life Insurance Agent

    2 weeks ago


    Greater Kolkata Area, India LIC Full time

    Company DescriptionLIC (Life Insurance Corporation) is the largest financial institution and life insurance organization in India. It is a state-owned public sector corporation with its central office in Mumbai and several regional offices and branches across the country. LIC has a rich history dating back to 1956 when it was formed by an Act of Parliament....

  • Sales Executive

    3 weeks ago


    Vishwakarma Industrial Area, Jaipur, Rajasthan, India Evapoler Eco Cooling Solutions Full time

    **Company Name**: Laxmi Metal Industries **Job Title: Sales Executive** **Location**: [H-55, V.K.I.A. Extn., Badharna, Jaipur - 302013 (Rajasthan] As a Sales Executive, you will be responsible for driving sales and revenue growth through prospecting, negotiating, and closing deals with new and existing clients. Your primary focus will be on identifying...

  • Sales Executive

    1 week ago


    Vishwakarma Industrial Area, Jaipur, Rajasthan, India Evapoler Eco Cooling Solutions Full time

    **Company Name**: Laxmi Metal Industries **Job Title: Sales Executive** **Location**: [H-55, V.K.I.A. Extn., Badharna, Jaipur - 302013 (Rajasthan] As a Sales Executive, you will be responsible for driving sales and revenue growth through prospecting, negotiating, and closing deals with new and existing clients. Your primary focus will be on identifying...

  • Sales Executive

    4 weeks ago


    Industrial Area, India Abs Digital Services Full time

    JD for Inside Sales Representative - Search for potential clients from Google and LinkedIn - Market our products and solutions to potential new clients to increase business - Research and build relationships with new clients - Conduct meetings through MS Teams or fix physical meetings of seniors at the client’s site - Sell our products and solutions to...


  • Greater Delhi Area, India Antal India - Global Executive Recruitment Business Full time

    Role - SME / Mid-Market – Relationship Manager Locations – Mumbai, Delhi / NCR, Bangalore, Gujarat Our client is engaged in funding short term, medium term and long-term working capital needs of SMEs via a suite of customized short and long tenured products. Responsibilities Achieve sales targets through: Driving pipeline funnel to achieve book...


  • Greater Delhi Area, India Antal India - Global Executive Recruitment Business Full time

    Role - SME / Mid-Market – Relationship ManagerLocations – Mumbai, Delhi / NCR, Bangalore, GujaratOur client is engaged in funding short term, medium term and long-term working capital needs of SMEs via a suite of customized short and long tenured products. Responsibilities Achieve sales targets through: Driving pipeline funnel to achieve book size and...


  • Industrial Area Sector, India Sahayak Associates Full time

    About Sahayak AssociatesSahayak Associates is a Wealth Management firm that offers a complete range of solutionsto help build, manage and preserve wealth for its clients by executing strategies thatmaximizes growth and optimizes risk.At Sahayak, we are determined to offer a seamless customer experience that maintains thehighest standards of confidentiality...

  • Customer Relationship

    2 weeks ago


    Bangalore Metropolitan Area, India Waytogo Consultants Full time

    Offering solutions and Cross selling Bank’s retail banking and third-party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)Achieve Business budgets as assigned by the organization on a monthly basis consistently.Generating referrals and leads of new customers for the sale of the bank’s products.Promoting...