Relationship Manager- Mutual Fund & Insurance

As a candidate for this role, you will be responsible for managing and monitoring client portfolios across insurance and mutual fund products to ensure optimal performance. You will also handle client queries and resolve complaints related to app usage, fund performance, and service issues. In addition, you will be expected to empanel with new Asset Management Companies (AMCs) and insurance providers to expand product offerings. Your key responsibilities will include sourcing new business opportunities through existing client relationships as well as new client acquisitions. You will also manage and initiate insurance claims, including travel, health, and other categories, ensuring smooth settlement. Furthermore, you will be required to prepare, analyze, and present client portfolio reports in Excel to provide performance reviews and recommendations. Qualifications required for this position include skills in acquisitions, asset management, business opportunities, client portfolio management, AMCs, insurance, asset management companies, mutual funds, and insurance claims.,