- 경험
- 2–4 yrs
- 샐러리
- INR 30,000 – INR 42,000 / month
- 채용 공고
- 1
- 게시됨
- 4시간 전
- 작업 모드
- 사무실에서
- 교육
- Graduate / Postgraduate in commerce, finance or related field
- 재개하다
- 신청 시 필수 사항
당신이 일하게 될 곳
직무 설명
Role Overview
The Insurance Manager oversees insurance advisory services and operational functions within the wealth management domain, ensuring clients' protection needs are fulfilled effectively and that insurance-related processes operate efficiently.
Primary Responsibilities
- Lead advisory efforts for term, health, and various protection insurance products.
- Evaluate clients' insurance requirements and suggest suitable coverage options.
- Manage insurance lifecycle tasks including policy tracking, renewals, claims assistance, and record maintenance.
- Collaborate with the broader wealth management team to facilitate operational coordination.
- Maintain precise and up-to-date insurance records, performing regular audits to ensure accuracy.
- Continuously monitor and adjust client protection levels in response to changing needs.
Essential Skills and Qualities
- Comprehensive understanding of diverse insurance products and advisory practices.
- Strong operational discipline with keen attention to detail.
- Commitment to client-centric service delivery.
- Effective coordination skills with the ability to follow through on processes.
- High ethical standards and integrity.
Educational and Professional Credentials
- Graduate or postgraduate degree in commerce, finance, or a related discipline.
- Certification from IRDAI or NISM is advantageous but not compulsory.
- Between 2 to 4 years of experience in insurance or wealth management operations.
Performance Metrics for the First Year
- Ensuring clients' insurance protection is adequate and appropriate.
- Accuracy and timeliness in insurance operations management.
- High-quality support for policy renewals and claims processes.
- Successful outcomes in insurance audits, reflecting clean and compliant records.