Posted:11 hours ago|
Platform:
On-site
Full Time
* 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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