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Policybazaar
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HNI Relationship Manager

HNI Relationship Manager

Policybazaar

0 - 4 years

3 - 4 Lacs

chennai bengaluru

Posted:1 day ago| Platform:

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Skills Required

filed work hni client handling hni sales sales life insurance cross selling bfsi sales cross sales insurance sales hni acquisition casa sales banking sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title:

Location: Chennai , Bangalore

Job Overview:

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:

Mandatory to have two wheeler and Licence

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