
Assistant Manager - Client Retention & Placements
at A Financial Services Company
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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PrepBytes(A CollegeDekho company) is a Gurgaon-based ed-tech startup focused on helping students improve their coding skills. PrepBytes offers India’s only Mentorship driven personalized coding programs.
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- Work on innovative features of the Learning Management System, Coding Platforms, Hiring Platforms, Assessment Platforms, and many more new products.
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Moody's Shared Services India (Moody's, is an American business and financial services company)
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Interview Process – Virtual Interview
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ABOUT COMPANY
ABOUT DEPARTMENT
AREA OF RESPONSIBILITIES
- Identify & document the Scope of Work (SOW), objectives and any assumptions.
- Prepare cost estimates for manpower + materials, and ensure we are charging accurately for our projects.
- Develop a detailed project plan, and monitor progress using appropriate systems, tools and techniques.
- Establish and maintain relationships with third parties/vendors.
- Seek opportunities for improvement and suggest new projects.
- Ensure availability of all the tools and resources before initiating a project.
- Prepare and maintain timelines for the effective tracking and completion of the project.
- Delegate to internal resources and vendors effectively, and track progress ensuring the project runs on schedule.
- Coordinate with all the internal and external stakeholders for information, approvals, resolving issues, status updates, answering queries etc. While maintaining transparent communication.
- Maintain timesheet logs for all the resources.
- Create and maintain comprehensive project documentation, plans and reports.
- Ensure standards and requirements are met through conducting quality assurance tests.
- Analyze and Highlight potential risks or malfunctions and act proactively to resolve issues ensuring the project stays on time and on budget.
Requirements
- Excellent communication (verbal & written), interpersonal and consulting skills
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- Excellent organization and time management skills
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- Quick thinking, problem solving skills
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- Budget management
- Confident, pleasant personality, ambitious, self-motivated.
Benefits
We offer competitive compensation and benefits.







