Customer Relationship Manager @ Akshaya

Job Description

Roles and responsibilities

1) To compare the insurance quote of various insurers based on client requirement and suggest suitable insurance plan for client. 2) To understand the client profile. 3) To suggest risk management tools & Wealth creation. 4) To educate on benefits and coverage's of Life Insurance, Health Insurance & General Insurance. 5) To Facilitate on boarding of clients. 6) Claim processing. 7) Policy servicing and followup on renewal premium related to all insurance. 8) IRDA,Insurance Licentiate certification required.

Required Candidate profile

IRDA,Insurance Licentiate certification required.

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Retail/Personal Banking
Role: Retail/Personal Banking
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required

Contact Details:

Company: kshaya Wealth Management (P) Ltd
Location(s): Bengaluru
Website: http://.akshayawealth.com

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   Customer Relationship General Insurance Life Insurance Relationship Management Policy Servicing Risk Management Health Insurance