Client Relationship Manager

1 month ago

Thane West, Thane

₹100,000 - 120,000
3 years - 8 years Experience
Resume required
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Job type: Full Time

Nature of Job: NA
Work days: 5 days per week
Shift Timings:
Morning Shift
9:30am - 6:30pm
Aasaanjobs does NOT charge any fee from jobseeker

Selection Criteria

Below 10th mandatoryCompulsory
3 years to 8 years of experience as Insurance Agent or Sales / Business Development in Banking / Financial Services / Insurance mandatoryCompulsory
Excellent English skills. Ability to speak, read & write.
Excellent Hindi skills. Ability to Speak.
client acquisition*
corporate communication*
MIS Reporting*
Customer Relationship Management (CRM)*
Communication Skills
+5 more

Required for the Job

Expected Salary
Notice Period

Job Description

Roles and Responsibilities:

  • Understanding the insurance needs of clients
  • Coordinate with other departments
  • Communicate to the client the best solution
  • Make presentations to clients as required.
  • Maintain documentation relating to business placed and renewed.
  • Maintain MIS and Reporting Systems
  • Coordinate/Communicate with clients relating to any maintenance needs.
  • Manage the client during the year.
  • Handle the clients allocated in line with the companies set guidelines.
  • Developing the insurance business and build the team to channelize the sales.
  • The person will be responsible to take the lead and drive the initiatives.
  • Discussing and assessing client's current and future insurance needs.
  • Building and maintaining business relationships with clients
  • Scheduling and attending meetings and Researching insurance policies and products
  • Understanding company verticals
  • Achieving efficiency parameters
  • Completing meetings and creating leads
  • Coordination with Client Acquisition for closure
  • Client Handover
  • Relationship meetings
  • Updating CRM with meetings, leads, enquiries and meeting results
  • Reviews

Desired Candidate Profile:

  • Sales, Customer Service, Relationship management
  • General Insurance with Strong communication & interpersonal skills with aptitude in building relationships.Ability in problem-solving & negotiation.
  • Candidate should have insurance background, and should have worked with a Broker or Insurer in the past.

Perks and Benefits:

  • Fixed Salary + Incentives.
  • 5 days working (Saturday half day).

Role: Client Relationship Manager

Experience Required: 3 to 8 years.

Industry Type: Insurance

Functional Area: Sales, Retail, Business Development

Employment Type: Full Time, Permanent

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About the Company
ValueHR Consultancy

We at ValueHR Consultancy are dedicated in simplifying the people issues and challenges that a small-to-midsize business face. We provide HR solutions for every challenge a small business needs.

We are a modern executive search firm established with the dictum of making a difference to your organization through your people. In a world where the talent pool determines the fate of an organization, having the right set of resources becomes essential for any business to grow.

The workforce of today is expected to be nimble, adaptable and enthusiastic to learn and contribute. At ValueHR Consultancy, our focus is to keep our clients interest paramount and drive the requisite mandates with maximum devotion and commitment.

Client Relationship Manager
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