Financial relationship manager

3 - 7 years

0 Lacs

Posted:4 weeks ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Job Description: You will be a Financial Relationship Manager at Ageas Federal Life Insurance, based in Mumbai. Your primary responsibilities will include managing client relationships, providing financial advice, conducting market research and analysis, and creating customized financial plans. Collaborating closely with the sales team, you will work towards achieving business targets, ensuring customer satisfaction, and upholding high service standards. Your expertise in relationship management, financial planning, data analysis, and advisory services will be crucial for success in this role. Additionally, your proficiency in market research, strong communication skills, and ability to work both independently and as part of a team will be key assets. While experience in the insurance or financial services industry is advantageous, a Bachelor's degree in Finance, Business Administration, or a related field is required for this full-time position.,

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Ageas Federal Life Insurance logo
Ageas Federal Life Insurance

Insurance

Mumbai Maharashtra

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