Client Relationship Manager

6 days ago

Noida, India Numoo HR Full time € 35,000 - € 50,000

Client Relationship ManagerBudget - 35K-50K per monthExperience 2-3 yrsJob 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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    7 days ago

    Noida, India Numoo HR Full time

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