0 years

0 Lacs

Hyderabad, Telangana, India

Posted:3 weeks ago| Platform: Linkedin logo

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Skills Required

portfolios scheduling presentation service support onboarding documentation compliance

Work Mode

On-site

Job Type

Full Time

Job Description

- Build and maintain long-term relationships with clients, advisors, and internal stakeholders. - Assist Relationship Managers in managing client portfolios, scheduling meetings, and preparing presentation materials. - Address client inquiries and service issues promptly and professionally. - Support policy onboarding, renewals, claims assistance, and documentation requirements. - Maintain up-to-date knowledge of life insurance products, industry trends, and compliance standards. Show more Show less

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