Hni Customer

2 weeks ago

Chennai Tamil Nadu, India Rion Insura Insurance Broking Pvt Ltd Full time

**Job Title**:
**HNI Customer - Motor Insurance Renewal Executive**

**Department**:
Insurance Operations / Customer Service

**Location**:
[Insert Location]

**Reports To**:
Renewal Manager / Operations Manager

**Job Summary**:
**Key Responsibilities**:

- Manage end-to-end motor insurance renewal process for HNI clients.
- Coordinate with insurance companies for premium quotations, policy issuance, and endorsements.
- Ensure all renewals are processed before expiry with zero lapse cases.
- Conduct regular follow-ups with clients for documentation and payments.
- Prepare and present multiple competitive quotes to the customer for review and decision-making.
- Maintain updated records of client portfolios and ensure compliance with IRDAI regulations.
- Build long-term relationships with HNI clients by offering tailored solutions and seamless service.
- Address client queries and resolve issues in a timely and professional manner.
- Collaborate with the internal team to ensure prompt issuance and policy delivery.
- Prepare renewal trackers, MIS reports, and maintain client documentation.

**Key Requirements**:

- **Education**: Minimum Graduate in any discipline (Preferred: Insurance/Finance-related qualification).
- **Experience**: Minimum 2 years of experience in motor insurance renewals, preferably handling HNI clients.
- **Knowledge**:

- Good understanding of motor insurance products and renewal process.
- Familiarity with IRDAI compliance and documentation.
- Experience in dealing with luxury and high-end vehicles is an added advantage.
- **Skills**:

- Excellent communication and interpersonal skills.
- Strong customer service orientation.
- Attention to detail and ability to work under pressure.

**Compensation**:
As per industry standards and based on experience.

**Preferred Joining**:
Immediate Joiners Preferred

**Job Types**: Full-time, Permanent

Pay: ₹18,000.00 - ₹30,000.00 per month

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Work Location: In person

**Speak with the employer**
+91 7092170701

  • Telecalling Executive

    6 days ago

    Chennai, Tamil Nadu, India Rion Insura Insurance Broking Pvt Ltd Full time

    **Job Title**: Telecalling Executive - Insurance Sales (HNI Client Handling) **Location**: Chennai **Experience Required**: Minimum 1 year in Health Insurance, Life Insurance, American Express (Amex) Card Sales, or similar domain. **Employment Type**: Full-time **Job Summary** **Key Responsibilities** - Handle outbound and inbound calls to promote and...

  • HNI Manager

    4 weeks ago

    Chennai, Mumbai, India Cankids Kidscan Full time

    Job Description - CanKids KidsCan is looking for HNI Manager to join our dynamic team and embark on a rewarding career journey. - Develop and manage relationships with High Net-Worth Individuals (HNIs), understanding their financial goals, risk appetite, and investment preferences. - Offer personalized wealth management solutions including investment...

  • Customer Service Officer

    5 days ago

    Chennai, Tamil Nadu, India Rion Insura Insurance Broking Pvt Ltd Full time

    **Job Title**: HNI Customer Service Executive - Insurance Sales (HNI Client Handling) **Location**: Chennai **Experience Required**: Minimum 1 year in Health Insurance, Life Insurance, American Express (Amex) Card Sales, or similar domain. **Employment Type**: Full-time **Job Summary** **Key Responsibilities** - Handle outbound and inbound calls to...

  • Wealth Manager – HNI Acquisition

    18 hours ago

    Chennai, Tamil Nadu, India Allnessjobs Full time ₹ 2,00,00,000 - ₹ 5,00,00,000 per year

    Designation:Assistant Manager / Manager / Senior ManagerExperience:2 to 5 YearsLocations:Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiRole OverviewThe Wealth Manager – HNI Acquisition will be responsible for acquiring and managing High Net Worth Individual (HNI) clients and advising them on Equity-based investment products. The...

  • Hiring -RM - Mutual Fund Sales (Hni Clients)CEC -ON Role - Leading AMC

    13 hours ago

    Bengaluru, Chennai, Hyderabad, India Avani Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Hi.Openings in Leading AMC Company,Job description (Direct Channel - B2C)- Hni / Retail ClientsTo promote all the product line of Mutual Fund FOR HNI CLIENTTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleRM Mutual Fund Sales Customer Engagement (HNI Clients)To up sell...

  • Sales Co-ordinator

    19 hours ago

    Chennai, Tamil Nadu, India Kotak Mahindra Full time

    To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the...

  • Financial Sales Manager

    4 weeks ago

    Chennai, Tamil Nadu, India Max Life Insurance Full time

    MARY Takes responsibility of fulfilling leads prospecting new business from salary segment of bank partner to close Protection and annuity business KEY RESPONSIBILITIES Lead generation at the time of account opening service call being made to the customer Establishing strengthening relationship with Cluster head staff to gain mindshare from them on...

  • Senior Vice President of Wealth Management

    7 days ago

    tamil nadu, India Banking and NBFC job Full time

    Urgent Mandate: VP/SVP Wealth Management with well reputed NBFCLocation: Chennai & Bengaluru, Local candidates preferredOnly candidates from Banks, NBFC's & Wealth Management companies, having sales experience of wealth products should apply with relevant experience.Candidates having experience in Operation, analytics, please do not apply for this role.CTC:...

  • Urgent! Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu - Bangalore, Karnataka, India Contactx Full time

    Designation Asst Mgr Mgr Sr ManagerJob Role Wealth Manager - HNI AcquisitionExperience 2 - 5 YearsLocation Chennai Kolkata Hyderabad Ahmedabad Mumbai Pune Bangalore DelhiKey Responsibilities Accountabilities - Will be responsible for primarily selling Equity based investment products - Responsible for identifying customer needs assessing their risk appetite...

  • Sales Officer

    6 days ago

    Chennai, Tamil Nadu, India AMS Full time

    **Job Title**: Sales Officer **Location**: ECR, Chennai **Experience**: MBA/BBA Freshers **Industry**: Interior Designing Projects **Salary**: Best in the industry Engage with high net-worth individuals (HNIs) seeking premium interior design solutions. Understand client requirements, collaborate with the design team to offer customized interior proposals,...