Relationship Manager- Mutual Fund & Insurance

Neuraleap Technology Group

0 years

4 - 5 Lacs

noida uttar pradesh india

Posted:3 days ago| Platform:

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Skills Required

portfolios resolve service payments processing management analyze portfolio reports excel

Work Mode

On-site

Job Type

Full Time

Job Description

Job 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.
Assist clients with timely renewal of policies, premium payments, and processing GST waivers.
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

Skills: acquisitions,asset management,business opportunities,client portfolio management,amcs,insurance,asset management companies,mutual funds,insurance claims

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