Client Relationship Manager

1 day ago


uttar pradesh, India Numoo HR Full time
  • Client Relationship Manager
  • Budget - 35-50k per month
  • Experience 2-3 yrs


Job Responsibilities


* Manage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance.

* Handle client queries and resolve complaints related to app usage, fund performance, and service issues.

* Assist clients with timely renewal of policies, premium payments, and processing GST waivers.

* Empanel with new Asset Management Companies (AMCs) and insurance providers to expand product offerings.

* Source new business opportunities through existing client relationships as well as new client acquisitions.

* Manage and initiate insurance claims, including travel, health, and other categories, ensuring smooth settlement.

* Prepare, analyze, and present client portfolio reports in Excel to provide performance reviews and recommendations



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