Employee Health & Benefits - Sales Consult Shekhar Pandey

3.0 - 10.0 years

0 - 0 Lacs

haryana

On-site

As a Relationship Manager for Employee Health and Benefits, your role will involve servicing existing clients and developing new clients. You will be responsible for studying the client's existing portfolio, conducting gap analysis of their policies, suggesting better terms, and negotiating with insurers. Your aim will be to maintain client retention at 100% and prepare proposals for client presentations, assisting them with roadshows. Engaging with clients for completing Quarterly/Annual Client Satisfaction Surveys and ensuring timely booking and invoicing of business will be crucial. Your responsibilities will also include coordinating with other client practices to explore portfolio level...

Posted 1 month ago

AI Match Score

Apply

Wealth Manager Pune Angels Network

3.0 - 7.0 years

0 Lacs

pune, maharashtra

On-site

Job Description: You will be joining Pune Angels Network, a dynamic platform connecting visionary entrepreneurs with experienced investors to support the growth of innovative startups. Your role as a Wealth Manager in Pune will involve developing and executing financial plans, managing investment portfolios, providing investment advice to clients, and leveraging your expertise in finance and insurance. Your daily responsibilities will include conducting client consultations, reviewing and managing portfolios, performing financial analysis, and collaborating with other financial professionals to ensure client requirements are met. To excel in this role, you should possess strong skills in Fin...

Posted 3 months ago

AI Match Score

Apply

Employee Health & Benefits Specialist Consult Shekhar Pandey

3.0 - 10.0 years

0 - 0 Lacs

haryana

On-site

As a Relationship Manager for Employee Health and Benefits, your primary responsibility will be to service existing clients and develop new client relationships. You will be tasked with studying the client's current insurance portfolio, providing risk management consulting, and conducting gap analyses to recommend better insurance terms. Negotiating with insurers on behalf of clients and ensuring client retention at 100% will be key priorities. In this role, you will be responsible for preparing client proposals, conducting client presentations, and assisting with client roadshows. Engaging with clients to complete Quarterly/Annual Client Satisfaction Surveys, booking and invoicing business ...

Posted 3 months ago

AI Match Score

Apply

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.