Key Relationship Manager - Insurance

SkillLabs; Kottayam; On-site; INR 300,000 - 550,000; Full time

Job summary

SkillLabs in India is seeking a client advisory professional to acquire new accounts and retain existing clients through regular meetings. You will build strong relationships, assess investment goals, and propose comprehensive solutions across equities, derivatives, currencies, SIPs, mutual funds, and PMS, while handling queries with prompt responses.

This role emphasizes proactive portfolio reviews, revenue activation through advisory services, and cross-selling to achieve growth targets in a

Qualifications

• 2-3 years of experience in providing financial services to clients in Equity, Derivatives, and Currency Markets.
• Activating clients through meetings and cross-selling Equity Basket, SIPs, Mutual Funds, Insurance, and PMS to generate revenue.
• Handling client queries and complaints and profiling clients based on financial requirements.

Responsibilities

• Acquire new accounts with a minimum margin per account and retain old clients through periodic meetings.
• Actively prospect and engage in client acquisition to grow the business.
• Build deep client relationships, identify investment goals, and offer suitable solutions.
• Perform regular portfolio reviews to ensure investment objectives are met.
• Create revenue and activate clients through effective Advisory.
• Cross-sell products like Equity Basket, SIP, Mutual Funds, PMS, Insurance.
• Handle client queries and complaints within agreed TAT.
• Profile clients by reviewing financial requirements and recommending portfolios.

Skills

Client acquisition

Relationship management

Cross-selling

Portfolio profiling

Advisory skills

Job description

Roles And Responsibilities

• Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings.
• Actively prospect and engage in client acquisition efforts to grow the business.
• Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.
• Perform regular portfolio reviews to ensure client investment objectives are met.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance.
• Handling Queries & complains of client's & solving it within TAT.
• Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

Required Candidate Profile

• 2-3 Years experience in providing financial services to clients in Equity, Derivatives, and Currency Markets.
• Their role includes activating clients through effective client meetings and cross-selling products such as Equity Basket, SIP, Mutual Funds, Insurance, and PMS to generate revenue.
• Responsibilities also involve acquiring new clients, retaining existing clients, and addressing their complaints and queries. Additionally, client profiling is an integral part.