Company Description Aarthiq is a technology-driven platform specializing in personalized financial solutions for Ultra High Net Worth Individuals (UHNI), High Net Worth Individuals (HNI), and Micro, Small, and Medium Enterprises (MSMEs). Focusing on Wealth Management, Risk Management, and Credit Management, Aarthiq caters to both personal and business financial needs. The platform understands the unique but interconnected requirements of its clientele, offering tailored strategies for personal wealth growth and structured solutions for MSME financial stability and risk mitigation. Role Description This is a full-time on-site role for an Insurance Specialist, located in Patna. The Insurance Specialist will manage insurance-related tasks, including evaluating insurance needs, recommending suitable products, and assisting clients throughout the insurance process. Responsibilities also include maintaining strong client relationships, liaising with insurance providers, and providing excellent customer service. The specialist will stay updated on industry standards and financial trends to offer informed guidance and ensure optimal client satisfaction and risk management. Qualifications Expertise in Insurance and Insurance Brokerage with a strong understanding of industry standards and products Knowledge of Finance and its implications in risk and wealth management Proficiency in Communication and Customer Service, with the ability to build and maintain strong client relationships Organizational skills with attention to detail, and the ability to manage multiple client portfolios effectively Bachelor's degree in Finance, Insurance, Business Administration, or a related field is strongly preferred Proven experience in insurance or financial services will be an added advantage
Role Overview: As an Insurance Specialist at Aarthiq, you will be responsible for managing insurance-related tasks for Ultra High Net Worth Individuals (UHNI), High Net Worth Individuals (HNI), and Micro, Small, and Medium Enterprises (MSMEs). Your role will be crucial in evaluating insurance needs, recommending suitable products, and providing excellent customer service to clients. You will also be expected to maintain strong client relationships, liaise with insurance providers, and stay updated on industry standards and financial trends to ensure optimal client satisfaction and risk management. Key Responsibilities: - Evaluate insurance needs of clients and recommend suitable insurance products - Assist clients throughout the insurance process and provide excellent customer service - Maintain strong client relationships and liaise with insurance providers - Stay updated on industry standards and financial trends to offer informed guidance - Manage multiple client portfolios effectively with attention to detail Qualifications Required: - Expertise in Insurance and Insurance Brokerage with a strong understanding of industry standards and products - Knowledge of Finance and its implications in risk and wealth management - Proficiency in Communication and Customer Service, with the ability to build and maintain strong client relationships - Organizational skills with attention to detail - Bachelor's degree in Finance, Insurance, Business Administration, or a related field is strongly preferred - Proven experience in insurance or financial services will be an added advantage,
Company Description Aarthiq is a technology-driven platform specializing in personalized financial solutions for Ultra High Net Worth Individuals (UHNI), High Net Worth Individuals (HNI), and Micro, Small, and Medium Enterprises (MSMEs). Focusing on Wealth Management, Risk Management, and Credit Management, Aarthiq caters to both personal and business financial needs. The platform understands the unique but interconnected requirements of its clientele, offering tailored strategies for personal wealth growth and structured solutions for MSME financial stability and risk mitigation. Role Description This is a full-time on-site role for an Insurance Specialist, located in Patna. The Insurance Specialist will manage insurance-related tasks, including evaluating insurance needs, recommending suitable products, and assisting clients throughout the insurance process. Responsibilities also include maintaining strong client relationships, liaising with insurance providers, and providing excellent customer service. The specialist will stay updated on industry standards and financial trends to offer informed guidance and ensure optimal client satisfaction and risk management. Qualifications Expertise in Insurance and Insurance Brokerage with a strong understanding of industry standards and products Knowledge of Finance and its implications in risk and wealth management Proficiency in Communication and Customer Service, with the ability to build and maintain strong client relationships Organizational skills with attention to detail, and the ability to manage multiple client portfolios effectively Bachelor's degree in Finance, Insurance, Business Administration, or a related field is strongly preferred Proven experience in insurance or financial services will be an added advantage
Looking for a for a professional who can deliver sophisticated, goal-aligned portfolio solutions to high-value clients. Requires exceptional relationship intellect, market insight, and a commitment to uncompromised client experience.
Role Overview: You will be responsible for delivering sophisticated, goal-aligned portfolio solutions to high-value clients. Your role will require exceptional relationship intellect, market insight, and a commitment to uncompromised client experience. Key Responsibilities: - Delivering sophisticated, goal-aligned portfolio solutions to high-value clients - Utilizing exceptional relationship intellect and market insight - Ensuring uncompromised client experience throughout the process Qualifications Required: - Professional experience in delivering portfolio solutions - Strong relationship intellect and market insight skills - Commitment to providing exceptional client experience,