Relationship Manager (HNI Clients)

Job Summary:

HNI Relationship Manager is responsible for managing, acquiring, and servicing High-Net-Worth Individuals by offering customized general insurance solutions. The role involves developing deep client relationships, ensuring high-value policy sales, providing tailor-made Insurance solutions, and delivering a seamless experience.

Key Responsibilities:

• HNI Client Acquisition & Relationship Management
• Risk Assessment & Cross-Selling
• Sales & Business Development
• Policy Issuance & Claims Assistance
• Customer Experience & Service Excellence
• Compliance & Risk Management

Key Skills & Competencies:

• Strong Relationship Management & Networking Skills
• Deep Knowledge of General Insurance
• Sales & Business Development
• Exceptional Communication & Negotiation Skills
• Network & Relationship Building
• Analytical & Problem-Solving Skills
• Strong Industry Network
• Problem-Solving skills

Qualifications & Experience:

• Graduate or Post Graduate
• Proven track record in managing HNI clients, driving business growth, and selling BFSI products.
• Past experience of Sale, servicing, and client retention.
• 2-3 Year in Banking/ General Insurance or Handling HNI Clients