Urgent Opening For HNI Relationship Manager

Job Title: HNI Relationship Manager Motor Insurance

Department: Sales / Business Development

Job Summary:

We are looking for an experienced and highly motivated HNI Relationship Manager to join our motor insurance team. The RM will be responsible for managing high-net-worth individual (HNI) clients, providing them with personalized insurance solutions, and building strong, long-term relationships. The role demands a deep understanding of the motor insurance market, excellent interpersonal skills, and a customer-centric approach to meet the complex needs of HNI clients.

Key Responsibilities:

• Client Relationship Management: Build and nurture long-term relationships with HNI clients, ensuring exceptional service and high satisfaction levels.
• Customized Insurance Solutions: Assess the motor insurance needs of HNI clients and provide tailor-made insurance solutions to meet their specific requirements.
• Sales & Business Development: Drive sales for motor insurance products by identifying opportunities within the HNI segment and cross-selling additional services.
• Client Portfolio Management: Manage a portfolio of HNI clients, ensuring their retention and identifying new opportunities to expand the portfolio.
• Premium Collection: Ensure timely premium payments and renewals by working closely with clients and internal teams.
• Market Intelligence: Stay up-to-date with industry trends, competitor products, and market dynamics to offer clients the most relevant solutions.
• Claims Assistance: Provide high-quality support to clients in the event of claims, ensuring a smooth and efficient process.
• Target Achievement: Meet and exceed sales targets for motor insurance products by engaging and converting prospects into clients.
• Reporting & Documentation: Maintain accurate and up-to-date records of client interactions, sales activities, and meetings in the CRM system.
• Customer Experience: Ensure clients receive an exceptional level of service, resolving any issues and addressing queries promptly.

Required Skills and Qualifications:

• Education: Graduation in any discipline (preferred: MBA, Insurance-related certifications).
• Experience: Minimum of 3-5 years of experience in handling HNI clients, preferably in the insurance or financial services sector.
• In-depth Knowledge: Strong understanding of motor insurance products and industry trends.
• Client Handling Skills: Proven track record of working with high-net-worth individuals and offering personalized services.
• Sales & Negotiation Skills: Strong sales skills with the ability to negotiate and close deals.
• Communication Skills: Excellent verbal and written communication skills with the ability to present complex information clearly.
• Interpersonal Skills: Strong relationship-building skills and the ability to engage with senior-level executives.
• Customer-Centric Approach: A deep commitment to understanding and meeting client needs with a high level of professionalism.
• Tech-Savvy: Proficient in using CRM software and Microsoft Office tools.

Desirable Qualities:

• Goal-oriented with a self-driven approach.
• Strong analytical and problem-solving skills.
• Ability to handle sensitive client data with confidentiality and integrity.
• Proactive, with the ability to anticipate client needs and respond effectively.

Contact Person - Ajay Dubey

Contact Number -9326607662