Senior Account Manager for High Net Worth Clients

3 weeks ago


Alwar, Rajasthan, India Max Life Insurance Full time

About the Role

We are seeking a Senior Account Manager to join our team at Max Life Insurance. In this role, you will be responsible for maintaining and developing relationships with high net worth clients.

Key Responsibilities:

  • Build and maintain strong relationships with existing customers, ensuring their needs are met and exceeded.
  • Develop and implement sales strategies to acquire new business from existing customers.
  • Regularly interact with customers through various channels, including phone calls, emails, and in-person meetings.
  • Provide customized solutions to customers based on their specific needs and preferences.
  • Perform annual reviews of customer policies to ensure they are meeting their financial goals.
  • Conduct segmented product-based campaigns to promote relevant insurance products to customers.
  • Handle customer complaints and concerns in a professional and timely manner.
  • Maintain accurate records of customer interactions and update customer information as needed.

Requirements:

  • Certifications in financial markets, such as AMFI or CFP, are highly desirable.
  • A minimum of 3 years of experience in selling multiple financial products to affluent and high net worth individuals is required.

Competencies:

Excellent communication and interpersonal skills are essential for success in this role. You should be able to communicate effectively with customers, colleagues, and other stakeholders. Additionally, you should have a customer-centric approach and be able to identify and meet the needs of high net worth clients.

Salary Range: ₹10 lakhs - ₹20 lakhs per annum



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