Relationship Manager
Naukri.com
Secunderabad
3d ago
source : Naukri.com

Job Description

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

Keyskills

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

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