Financial Relationship Manager

2 - 6 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Financial Relationship Manager at Ageas Federal Life Insurance in Mumbai, your main responsibility will be to manage client relationships, provide financial advice, conduct market research and analysis, and create customized financial plans. You will collaborate closely with the sales team to achieve business targets, ensure customer satisfaction, and maintain high service standards. Your expertise in relationship management, financial planning, data analysis, and advisory services will be crucial for success in this role. Your proficiency in market research, strong communication skills, and ability to work independently and as part of a team will be valuable assets. - Manage client relationships effectively - Provide financial advice to clients - Conduct market research and analysis - Create customized financial plans for clients - Collaborate with the sales team to achieve business targets - Ensure customer satisfaction and uphold high service standards - Bachelor's degree in Finance, Business Administration, or a related field - Experience in the insurance or financial services industry is advantageous,

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Ageas Federal Life Insurance logo
Ageas Federal Life Insurance

Insurance

Mumbai Maharashtra

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