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Assistant Manager - Client Retention & Placements
Assistant Manager - Client Retention & Placements
A Financial Services Company's logo

Assistant Manager - Client Retention & Placements

Agency job
via Merito
2 - 4 yrs
₹4L - ₹6L / yr
Mumbai
Skills
Client Servicing
Customer Retention
Team Management
Business Development
Insurance management

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.


Roles & responsibilities:

• Key connect with Insurance Companies to procure competitive pricing and terms

• Timely and compliant placements of all lines of General Insurance Products

• Assisting the sales team to close business

• Client onboarding, retention & renewals, and servicing requirements

• Assisting onboard clients for all their new / renewal requirements

• Keeping customers updated on the latest products to increase sales.

• Preparing RFQ’s for all General Insurance requirements

• Retention – Manage servicing team for renewal retention; visiting clients for managing relationships; retention of existing policies/clients


Requirements:

Technical Skills:

• MS Office – Word, Excel, PowerPoint, and Outlook.

Education, experience & skills required:

• Graduate / MBA or relevant degree. Insurance degree would be an added advantage.

• Knowledge of insurance / General Insurance domain preferred.

• 2 to 4 years of experience in Insurance Broking / Placement & Retention.

• Excellent interpersonal and communication skills

• Proficient in all Microsoft Applications

• Superior product knowledge

• A team player with leadership skills

• Maintain a positive attitude focused on customer satisfaction.

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Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
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Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
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