Manager

Role & responsibilities

• Manage Mediclaim, insurance policies, investments, and family assets.

Track renewals, premium payments, and financial commitments.

• Liaise with banks, insurers, and financial institutions.
• Maintain accurate financial records and reports.
• Recommend suitable financial products and portfolio improvements.
• Ensure confidentiality of all financial information.
• Use digital tools for financial monitoring and reporting.

Preferred candidate profile

• Preferred background in banking with experience as PB, RM,
• Preferred Banking Manager, Wealth Manager, or HNI Relationship Manager.
• Strong understanding of investments, insurance, and wealth management products.
• Technology-savvy with digital-first working style.
• Excellent communication and organizational skills.
• Female candidate preferred.