
Insurance Professional
2 days ago
Job Title: Portfolio Manager
About Our Team:
We are a leading wealth and asset management firm with over ₹ 2,00,000 cr. in assets under advisory. We serve close to a million customers comprising affluent individuals, family offices, institutional clients, and corporates.
Functional Responsibilities / Key Performance Indicators:
- Manage and sell insurance products to clients through various channels.
- Provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.
Sales and Business Development:
- Work closely with relationship managers on driving the insurance business.
- Promote and sell insurance products to existing and potential customers.
- Achieve sales targets and contribute to the team's overall targets.
- Develop new business opportunities through networking and referrals.
Client Consultation:
- Assess clients' insurance needs and provide suitable recommendations.
- Explain insurance policies and coverage options to clients clearly and effectively.
- Assist clients with the application process and ensure proper documentation.
Customer Service:
- Provide exceptional customer service and support to clients regarding their insurance policies.
- Address client inquiries and resolve any issues or concerns related to insurance products.
- Conduct regular follow-ups with clients to ensure satisfaction and retention.
Compliance and Documentation:
- Ensure all insurance transactions comply with company regulations and policies.
- Maintain accurate records of sales and client interactions in the system.
- Stay updated with changes in insurance laws and regulations.
Job Requirements:
- Bachelor's degree in finance, Business Administration, or a related field.
- Proven experience in sales, preferably in the banking or insurance industry.
- Strong knowledge of insurance products and services.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
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