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Job Title: HNI Relationship Manager

Location: Chennai & Bangalore

Job Overview: As an HNI Relationship Manager, you will be responsible for managing and building relationships with high-net-worth individuals (HNIs), understanding their financial needs, and offering them customized insurance and investment solutions. The role will involve a combination of sales, client relationship management, and providing tailored financial solutions to ensure high customer satisfaction and loyalty.

Key Responsibilities:

• Build and manage relationships with a portfolio of HNIs, understanding their unique financial goals and needs.
• Provide expert advice on a range of insurance and investment products including life insurance, health insurance.
• Conduct regular meetings with HNIs to offer personalized solutions, ensuring a high level of customer satisfaction.
• Develop and implement strategies to cross-sell and upsell insurance and investment products to the HNI clientele.
• Stay updated on market trends and financial products to provide the best solutions.
• Achieve sales targets and other KPIs set by the company.
• Ensure compliance with all legal and regulatory requirements.
• Attend networking events and maintain a robust network of HNI prospects.

Skills and Qualifications:

• Strong understanding of insurance and investment products.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to understand client needs and offer customized solutions.
• Self-driven with a strong passion for sales and relationship building.
• Previous experience in the insurance industry is a plus.
• Postgraduate in any relevant field (e.g., MBA Finance, Business Administration).

Compensation:

• For Freshers: 5 LPA
• Competitive salary with performance-based incentives.
• Health benefits, insurance, and other perks.

Note: Immediate joiners only please do not apply if you cannot join within a week.

Mandatory to have two wheeler and Licence

Interested candidates can reach out using the contact details below and are encouraged to refer their connections.

Name: Saraswathi

Contact: 9600035285