Customer Relationship Manager
Akshaya Wealth Management (P) Ltd
1 - 4 years
₹ 3,00,000 - 4,50,000 P.A.
Bengaluru( 4th T block Jayanagar )
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.