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Mumbai
2 - 4 yrs
₹4L - ₹6L / yr
Client Servicing
Customer Retention
Team Management
Business Development
Insurance management

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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PeopleProsper Technologies Pvt Ltd
Marsha Babu
Posted by Marsha Babu
Bengaluru (Bangalore)
1 - 6 yrs
₹3L - ₹8L / yr
Financial planning
Life insurance
Health insurance
Insurance management
Greetings of the day,
Thanks for your time today, as discussed on call I am sharing you the JD for Insurance Profile.

Job description
Roles and Responsibilities

Meeting with clients.
Offering specialized financial guidance and advice.
Completing financial needs analysis.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies.
Assessing clients' financial portfolios.
Analyzing clients' risk.
Encouraging clients to invest in the future.

Desired Candidate Profile

You should have a strong command of English and Hindi.
Preference would be given to those candidates who are from banking background experience.
Must have good knowledge in Insurance and good connections with agents.
Experience required 1-5 years.

Perks and Benefits

1. Chart a rapid career growth in a fast-paced start-up company.
2. Opportunity to be the core team member of the technology team.
3. Opportunity to work in an upcoming B2B2C Fintech start-up founded by IITians.
4. Stock options for high performers.
5. Health Insurance.
Location: HSR Layout, Sector-4, Bangalore
Notice Period: 1-15 days, Immediate Joiners
CTC: 3-8 LPA
Openings: 2
Relevant experience: 4-8 Years (Senior Profile)
Relevant Experience : 1-2 Years (Junior Profile)

Looking forward to hearing from you soon, any assistance would be needed. You can reach me out on the below contact details!
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