Relationship Manager- Mutual Fund & Insurance

Role Overview: As a client portfolio manager, your main responsibility will be to manage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance. You will also be handling client queries and resolving complaints related to app usage, fund performance, and service issues. Additionally, you will be responsible for empaneling with new Asset Management Companies (AMCs) and insurance providers to expand product offerings, sourcing new business opportunities, and managing insurance claims for various categories. Key Responsibilities: - Manage and monitor client portfolios across insurance and mutual fund products to ensure optimal performance. - Handle client queries and resolve complaints related to app usage, fund performance, and service issues. - Empanel with new Asset Management Companies (AMCs) and insurance providers to expand product offerings. - Source new business opportunities through existing client relationships as well as new client acquisitions. - Manage and initiate insurance claims, including travel, health, and other categories, ensuring smooth settlement. - Prepare, analyze, and present client portfolio reports in Excel to provide performance reviews and recommendations. Qualifications Required: - Acquisitions experience - Asset management knowledge - Business opportunities identification skills - Client portfolio management expertise - Familiarity with Asset Management Companies (AMCs) - Understanding of insurance products and claims process - Knowledge of mutual funds and their performance evaluation If there are any additional details about the company in the job description, please provide them so that they can be included in the final output.,