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 Financial Planning and Finance, along with experience in Investment Management and Investments. You will be involved in Angel Investor On-boarding and explaining investment opportunities in startups to Angel Investors. Knowledge of insurance products and markets is essential, as well as excellent analytical and problem-solving abilities. Effective communication and interpersonal skills are vital, and you should be capable of working both independently and collaboratively. Holding relevant industry certifications such as CFP or CFA would be advantageous. A Bachelor's degree in Finance, Economics, or a related field is required. Join our community at Pune Angels Network and play a key role in shaping the future of entrepreneurship by empowering early-stage businesses with financial expertise, mentorship, and a robust support system. Note: This Job Description is a standard summary tailored from the provided information.,

Posted 23 hours ago

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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 on time, and collaborating with other client practices for portfolio penetration will be essential duties. You will also be expected to interact with insurance markets, source optimal solutions for clients, and ensure all documentation and policy issuance adhere to discussed service level agreements. Your role will involve providing continuous support to clients regarding claims queries, coordinating with internal stakeholders to deliver client requirements, and managing diverse client cultures in the Indian Corporate, MNC Corporation, and PSU sectors. Proven leadership skills, strong analytical abilities, attention to detail, excellent networking and relationship management skills, as well as effective communication and presentation skills are essential for success in this position. The ideal candidate for this role should have a minimum of 3 years of experience in the insurance industry or Third-Party Administration (TPA), with a maximum experience limit of 10 years. Experience in dealing with Indian Corporate, MNC Corporation, and PSU clients, as well as domain knowledge, will be advantageous. The compensation offered for this position ranges between 12 to 20 lacs.,

Posted 2 days ago

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