Insurance Portfolio Manager

7 days ago

Indore, Madhya Pradesh, India beBeeInsurer Full time ₹ 15,00,000 - ₹ 28,00,000
Executive Insurance Specialist

Job Overview:

This role involves interacting with various stakeholders, including customers, partners, and agents to address their queries and requirements.

Key Responsibilities:

  • Attend calls from customers and deal with their queries and requirements.
  • Gather sales information and present it in a clear and concise format.
  • Follow up with customers to ensure they are satisfied with the provided products.
  • Monitor sales persons' progress towards achieving sales goals.
  • Provide necessary data and reports to the sales team.
  • Manage sales reports and support the sales team throughout the pre- and post-sales process.
  • Issue quotations to partners and agents.
  • Policy issuance.
  • Have in-depth knowledge of insurance products.
  • Be proficient with insurance portals and systems.
  • Experience in partner onboarding and activation.
  • Strong communication and coordination skills.
  • Maintain daily MIS and data entry.
  • Coordinate with insurance companies for servicing-related activities.
  • Handle renewal targets for the entire insurance team.

Required Skills and Qualifications:

  • Insurance product knowledge.
  • Proficiency with insurance portals and systems.
  • Excellent communication and coordination skills.

Benefits:

The successful candidate will enjoy a dynamic and challenging work environment, opportunities for growth and development, and a competitive compensation package.

Other Information:

We are committed to diversity and inclusion in our hiring practices. If you have any special needs or requirements, please let us know so that we can accommodate your needs.

  • Portfolio Management Specialist

    1 week ago

    Indore, Madhya Pradesh, India beBeeInvestment Full time ₹ 7,50,000 - ₹ 15,00,000

    Job Description">Investment Associate and Portfolio Manager Role OverviewWe are seeking a skilled Investment Associate and Portfolio Manager to join our team.As an Investment Associate, you will play a crucial role in assisting our portfolio managers with various tasks related to investment analysis, portfolio construction, and client service. This includes...

  • Relationship Portfolio Manager

    2 weeks ago

    Indore, Madhya Pradesh, India beBeePortfolio Full time ₹ 5,00,000 - ₹ 10,00,000

    Job Title: Relationship Portfolio ManagerWe are seeking a skilled Relationship Portfolio Manager to join our team. As a key member of our portfolio management group, you will be responsible for managing relationships with high-value customers and identifying opportunities for growth and expansion.Key Responsibilities:Develop and implement...

  • Sales Manager

    2 weeks ago

    Indore, Madhya Pradesh, India Certigo Insurance Brokers Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionCertigo Insurance Brokers Pvt. Ltd., established in 2020 and licensed by IRDA, is a certified insurance agency based in Raipur, Chhattisgarh. As India's first IRDA licensed general and life insurance brokers, we manage a premium portfolio of over 2000 clients and have a corporate client base of more than 100 satisfied clients.Role...

  • Senior Wealth Portfolio Manager

    6 days ago

    Indore, Madhya Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000

    Portfolio ManagerAs a seasoned investment professional, you will be responsible for managing high net worth clients' portfolios to meet their short and long-term financial goals. Your expertise in debt products, structures, equities, mutual funds, and real estate investments will enable you to provide bespoke solutions to our discerning clients.Develop and...

  • Management Portfolio Specialist

    2 weeks ago

    Indore, Madhya Pradesh, India beBeeProfessional Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Description">We are at an exciting time to join our operations department and make a significant impact on its growth.As a Service Delivery Manager- Management Accounts, you will be part of this journey and have the opportunity to take action, build a culture where people can come together, and drive progress without friction.The role involves supporting...

  • Elevator Portfolio Manager

    7 days ago

    Indore, Madhya Pradesh, India beBeeElevatorManagement Full time ₹ 15,00,000 - ₹ 20,00,000

    Assistant Manager RoleThis position plays a pivotal role in ensuring the smooth execution of lift and escalator installations at various construction sites.Key Responsibilities:- Provide a safe working environment for installation teams while adhering to strict safety protocols.- Manage a portfolio of lifts in commercial and residential settings, ensuring...

  • Manager/Senior Manager – Human Resources

    2 weeks ago

    Indore, Madhya Pradesh, India TATA AIG General Insurance Company Limited Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Tata AIG General Insurance Company Limited is a joint venture between Tata Group and American International Group (AIG). Since its set-up in 2001, the Company has grown strongly to emerge as the preferred private general insurance company in India with several pioneering firsts to its credit. Driven by a mission to create better tomorrows for Customers by...

  • Associate Sales Manager

    3 weeks ago

    Indore, Madhya Pradesh, India Max Life Insurance Full time

    Job Description- Bancassurance Sales: Drive the sales of insurance products through partner banks by effectively promoting and positioning insurance offerings to potential customers- Relationship Building: Establish and maintain strong relationships with key personnel at partner banks, including branch managers, relationship managers, and customer service...

  • Portfolio Growth Specialist

    7 days ago

    Indore, Madhya Pradesh, India beBeePortfolioGrowth Full time ₹ 15,00,000 - ₹ 28,00,000

    Portfolio Growth ManagerOur team is seeking an experienced Portfolio Growth Manager to join our organization. The ideal candidate will have a proven track record of driving portfolio growth through cross-selling financial products and services.Develop and execute strategies to increase revenue and expand client relationships.Analyze financial data and market...

  • Senior Credit Analyst

    1 week ago

    Indore, Madhya Pradesh, India beBeeCredit Full time ₹ 18,90,000 - ₹ 24,96,000

    Credit Management RoleJob Overview:This role is responsible for managing the credit portfolio of a financial institution. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication skills.Key Responsibilities:Evaluate credit proposals to ensure quality appraisal of worthy borrowers.Approve or reject credit...