
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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Tez Minds is a technology focused company. The company focuses/work on the challenging technology and delivering the right solution to its clients.
Experienced team of Developers and Designers.
We have most of our developers from IITs and premium institutes in India.
The management team experience comprises of people who have worked in companies like Bank of America, Yahoo, Paypal, Verisign, Google, Amazon, Cognizant in Bay Area and in India.
Want to know more you can check out www.tezminds.com or write back to us.
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http://bit.ly/2pB4S3E
We are running a hiring drive this Saturday. So, please fill up the questionnaire asap so that our technology team can review it and call you back for the interview (if shortlisted) for a F2F interview.
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