General Insurance Advisor

1 - 5 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager at 7Sea Capital Limited, you will be responsible for nurturing and managing strong relationships with high-net-worth clients. Your main duties will involve overseeing a client portfolio, delivering personalized financial advice, and ensuring utmost client satisfaction. Acting as a reliable advisor, you will comprehend clients" financial objectives and provide tailored solutions to fulfill their requirements. Your key responsibilities will include developing and sustaining relationships with a client base, guaranteeing their financial aspirations are achieved. You will offer customized financial planning and investment recommendations, adapting to market conditions and client goals as needed. Handling client inquiries promptly and professionally, you will collaborate with internal teams to offer comprehensive financial solutions. Staying abreast of industry trends and regulatory modifications is vital to furnish up-to-date advice and suggestions. The ideal candidate should possess a Bachelor's degree in Finance, Business Administration, or a related field, along with relevant certifications like CFA or CFP. A background in financial services, emphasizing relationship management and client service, is crucial. Exceptional communication skills, strong analytical capabilities, and the ability to manage multiple client relationships independently are essential. Dedication, focus, and a client-centric approach are valued traits for this role. 7Sea Capital Limited provides a vibrant work atmosphere, avenues for professional advancement, and competitive remuneration. If you are a committed professional with a client-centric outlook and a passion for financial services, we encourage you to apply and be part of our team. To Apply: Please send your resume and cover letter to 7seadigitaladvertise@gmail.com by 30th September 2024. Job Types: Full-time, Fresher, Internship, Volunteer Education: Bachelor's (Required) Experience: - Total work: 1 year (Required) - Sales: 1 year (Required) - Management: 1 year (Required) Language: English (Required) Location: Greater Noida, Uttar Pradesh (Required) Work Location: In person,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You

Chembur, Mumbai, Maharashtra

Bhopal, Madhya Pradesh, India

Chembur, Mumbai, Maharashtra

Bhopal, Madhya Pradesh, India