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.
Shubham Vishwakarma
Full Stack Developer - Averlon
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About the company -
Our Client is a Mumbai-headquartered Creative & Business Transformation Company founded in 2015 & has a team of 1000+ members in 8 years. We are present in Bengaluru, New Delhi and London, UK.
We offer holistic solutions that include Digital Content, Search Engine Optimization, Technology, Design, Video Production, Photography, Media Planning & Buying, Influencer Management, Business Research & Consumer Research, Brand Building and more.
We are also a valued Google Premier Partner, Adobe Solution Partner, and Zoho Premium Partner to service the whole tech and media suite for businesses.
With the aim of going from India to the world, we want to grow & we want to take you on this journey of growth!
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Location - Mumbai
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Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon