Relationship Executive  Virtual Galaxy Insurance Brokers Pvt. Ltd.

About Virtual Galaxy Insurance Brokers Pvt. Ltd.

A brief about the company:
Simpliinsure.com is a brand name under Virtual Galaxy Insurance Brokers Pvt. Ltd. IRDAI COR No.: DB0750, Virtual Galaxy Insurance Brokers Private Limited is registered as an Insurance Broker with the Insurance Regulatory Authority of India (IRDA). We offer an entire range of insurance products in all categories like Motor Insurance, Health Insurance, Life Insurance, and various group, and corporate covers.

Job Description

Manadatory Skills : Knowledge in financial planning strategy, Insurance, Mutual Funds in Investment Domain. Knowledge in providing quality financial advice.
Total and Relevant year of experience: Fresher - 1 Years
Qualification: Minimum education, bachelor’s degree in business, finance, or related field (B. Com BBA, MBA, CA Inter etc.)
Salary : 3-3.50 LPA max
Notice Period : Immediate-15 days max
Location ( WFH/WFO) : Bangalore ( Work from office )
Interview process ( Virtual/ On-Site ): 2 Rounds of Face to face interviews
Gender preference : Male
Any other specifications : Experience in the insurance industry.

Company Details: 
We are looking for Relationship Manager who can thrive on fast paced atmosphere as we go to next level. Success will be determined by interpersonal skills with an entrepreneurial attitude towards expanding the client base. The individual must also have sound judgment in adopting the investment positions agreed to by clients.

Exposure: 
1. To private banking clients or retails segment is preferred.
2. Knowledge of mutual fund, securities, and insurance industries.
3. Basic computer knowledge like MS word, MS Excel PowerPoint etc. for various tasks.
4.Strong knowledge of the investment business and financial planning concepts

Candidate Profile, Requirements & Responsibilities:

• Building and maintaining your client base.
• Able to create the prospect for new clients
• Presentable, good communication skills must know English.
• Should be able to communicate with High-Net-Worth Clients.
• Should already have deep knowledge of all the latest financial products in the market.
• Should be able to communicate with clients on their expenses, income, insurance coverage,
• Reviewing client investments and plans on a regular basis.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Contacting clients regularly to discover changes in their financial status.
• Maintain and deepen the relations with existing clients and updating the Investment Solutions.
• Maintain proper documentation of investment actions taken on behalf of clients
• Maintain an up-to-date knowledge of investment products
• Respond to prospective customer queries about financial planning.