
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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Experience Level:
Senior (8+ years)
Job Description:
We are seeking a detail-oriented and highly skilled Senior Salesforce QA Engineer to lead quality
assurance efforts for our Salesforce platform. This role demands expertise in testing Salesforce
applications, configurations, and integrations to ensure exceptional quality standards. The ideal
candidate will have a strong background in Salesforce testing, automation frameworks, and crossfunctional collaboration.
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Test Strategy and Planning:
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including Sales Cloud, Service Cloud, Marketing Cloud, and custom solutions.
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Testing Execution:
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Defect Management:
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Quality Metrics and Reporting:
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You will be designing front-end architecture with architectural guidelines in mind (secure,high-performing, scalable, extensible, flexible, simple).
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• Utilize LinkedIn to identify and establish relationships with potential clients by conducting research and outreach activities.
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• Demonstrating a keen eye for aesthetics and attention to detail, ensuring high-quality motion graphic deliverables.
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- Post-secondary degree
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