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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Graphic Design Intern:
We are seeking a creative and motivated Graphic Design Intern to join our team. This internship offers the opportunity to gain hands-on experience in a dynamic and collaborative work environment. The Graphic Design Intern will work closely with our design team to assist in the creation of visually appealing and effective design assets for various projects.
Responsibilities:
- Assist in the creation of visual assets for digital and print materials, including social media graphics, marketing collateral, and website elements.
- Collaborate with the design team to brainstorm and develop creative concepts.
- Support the production of design materials, ensuring adherence to brand guidelines.
- Assist in photo editing and manipulation for use in various projects.
- Stay updated on design trends and industry best practices.
Requirements:
- Pursuing a degree in Graphic Design, Visual Arts, or a related field.
- Strong proficiency in graphic design software such as Adobe Creative Suite (Photoshop, Illustrator, InDesign).
- Basic understanding of design principles, layout, and typography.
- Ability to take creative direction and work collaboratively within a team.
- Strong attention to detail and a passion for producing high-quality design work.
- Excellent communication and time-management skills.
Preferred Skills:
- Knowledge of basic video editing and animation tools is a plus.
- Previous internship or coursework related to graphic design.
- Strong portfolio showcasing design projects and creativity.
Benefits:
- Hands-on experience in a professional design environment.
- Mentorship and guidance from experienced designers.
- Exposure to a variety of design projects and industries.
- Networking opportunities within the creative and marketing fields.
- Potential for a full-time position based on performance.
Strong Senior Visual Designer Profile (B2B SaaS / Marketing & Brand Design)
Mandatory (Experience 1): Must have minimum 5+ years of experience in Visual Design / Brand Design / Marketing Design roles (not UI/UX focused)
Mandatory (Experience 2): Must have minimum 2+ years of experience in B2B SaaS companies, preferably in startup environments (0→1 and/or 1→100 journey) with exposure to building and scaling brand/design systems
Mandatory (Experience 3): Must have hands-on experience designing marketing and brand collaterals end-to-end including website assets, social media creatives, sales decks, one-pagers, event collaterals, and campaign creatives
Mandatory (Skill 1): Strong expertise in typography, layout, color theory, composition, spacing, and visual hierarchy with high attention to detail and strong design taste
Mandatory (Skill 2): Proven ability to create high-quality brand-led creatives across digital (social, ads, SEO content) and offline (events, print, brochures, swag) channels
Mandatory (Skill 3): Must have experience in end-to-end website design, including working with marketers and developers, handling handoffs, and ensuring QA for final output
Mandatory (Skill 5): Ability to create product illustrations, diagrams, and visual storytelling assets (including basic motion/GIFs) to simplify complex concepts
Mandatory (Skill 6): Strong experience working with cross-functional marketing teams (PMM, content, growth, brand) and managing multiple stakeholders/projects
Mandatory (Tools): Proficiency in Figma, Adobe Creative Suite (Photoshop, Illustrator, InDesign); basic understanding of motion tools is a plus
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Mandatory (Company): Product / B2B SaaS companies
Qualification: Bachelor’s degree in Computer Science, Information Technology, Software Engineering, or a related field
OR Equivalent practical experience in mobile app development
Experience: 1 – 2 years
Job Description
App Stability
• Fix crashes and performance issues
• Handle OS updates and app store requirements
• Monitor and resolve real user issues
Ship Improvements
• Improve UI/UX flows
• Support feature rollouts
• Work closely with backend teams
Production Ownership
• Debug live issues
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• Prevent app store rejections
Tech Skills
• Flutter or React Native
• API integration
• App lifecycle & state management
• Crash debugging
• Git workflows
Who should apply
• Published at least one app on Play Store / App Store
• Experience handling production apps
• Takes crashes and bugs seriously
• Moves fast and solves problems independently and would like to work in a startup.
This Role Is NOT
• Just UI polishing
• A feature-factory role
• For someone who avoids debugging
• A traditional 9–5 desk job
What you’ll do:
● Own and build next-generation web applications which are efficient, reusable front-end abstractions
and systems.
● Explore and design lively and compelling consumer experiences.
● Ensure that all the assigned systems are performing to scale.
● Actively participate in design and code reviews to build robust applications and prototypes
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What you will need:
● A deep expertise in React, Javascript, HTML5 and CSS3.
● Understanding of browser internals and a basic understanding of the network stack.
● Understanding of common design patterns followed in front-end projects.
● Basic awareness of application security practices and deployment techniques for front-end projects.
● Should have sound knowledge in computer science fundamentals like data structure, object-oriented
programming and possess excellent communication skills.
Key responsibilities:
1.Client Relationship Management:
✓ Build and maintain strong relationships with clients, understanding their needs and providing prompt assistance.
✓ Ensure client satisfaction by delivering exceptional customer service and resolving issues in a timely manner.
2.Campaign Execution:
✓ Coordinate and oversee the execution of advertising campaigns at various locations.
✓ Liaise with vendors, suppliers, and external agencies to ensure timely delivery of materials and services.
✓ Monitor campaign progress, troubleshoot any issues, and provide regular updates to clients and internal teams.
3.Field Operations:
✓ Conduct field visits to ensure the smooth functioning of campaigns and resolve on-ground challenges.
✓ Supervise and manage field staff involved in campaign implementation.
✓ Maintain accurate records of field activities, expenses, and reports.
4.Documentation and Reporting:
✓ Prepare necessary documents, including campaign reports, status updates, and feedback summaries.
5.Quality Control:
✓ Ensure adherence to quality standards and brand guidelines in all campaign executions.
Specification:
Experience: 1-2yrs BTL Operation
(BTL Advertising agency experience is an added advantage)
Salary: Open to discussion
Location: JP Nagar, Bangalore
Position Overview
Webtree Media Solutions stands out as a premier software development and digital marketing agency, boasting more than a decade of expertise in delivering cutting-edge solutions to a diverse clientele across the globe and supported by a team of over 40 highly committed professionals. We are looking for a talented SEO Analyst to join our team. As an SEO Analyst at Webtree Media Solutions, you will play a crucial role in optimizing our clients' online presence, ensuring that their digital assets rank prominently on search engines. You will work closely with our digital marketing team to execute strategies that enhance our clients' visibility and drive organic traffic to their websites.
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