Create long-term relationship with clients based on trust & confidence and ensure client executes the recommendations fully in letter and spirit and accumulates saving as per plan.
Supplement client retirement plan with associated products related to risk-management (goal-based term life & general insurance, estate planning etc.
to ensure least disruption in achieving plan objectives. Garner AUM from advisory clients and cross-sell 3rd party products.
Salary : Not Disclosed by Recruiter
Employment Type : Permanent Job, Full Time
general insurance handling risk management retirement client relationships objectives plan cross sell relationship manager planning
Desired Candidate Profile
Please refer to the Job description above
PG : MBA / PGDM