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BajajCapital Insurance Broking Ltd.
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Wealth Relationship Manager

Wealth Relationship Manager

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

BajajCapital Insurance Broking Ltd.

0 years

0 Lacs

chennai tamil nadu india

Posted:1 day ago| Platform:

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Skills Required

development portal service portfolios communication management portfolio analyze negotiation certifications finance

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Bajaj Capital Insurance Broking Limited (BCIBL) is a leading insurance brokerage firm in India, licensed by the Insurance Regulatory and Development Authority (IRDA) in 2004. With over six lakh clients served, BCIBL offers an extensive range of life and general insurance products. Through its portal, BajajCapitalInsurance.com, customers can compare insurance plans, get free quotes, and make purchases online.

Role Description

This is a full-time on-site role for a Wealth Relationship Manager based in Chennai. The Wealth Relationship Manager will be responsible for building and maintaining relationships with clients, providing exceptional client service, and offering tailored insurance solutions. Day-to-day tasks include identifying client needs, presenting suitable insurance plans, managing client portfolios, and resolving client queries.

Qualifications

Excellent communication and interpersonal skills
Proven experience in client relationship management and portfolio management
Strong understanding of insurance products and services
Ability to analyze client needs and provide customized insurance solutions
Sales and negotiation skills
Relevant certifications in insurance or finance are a plus
Bachelor's degree in Finance, Business Administration, or a related field

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Wealth Relationship Manager