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JD Maketing and Client Retention

Unison Insurance Broking Services Private Limited is seeking candidates for the positions of Assistant Manager Client Retention and Assistant Manager Marketing. For client retention, responsibilities include managing existing clients' insurance needs, understanding requirements, and providing solutions. For marketing, responsibilities include identifying sales opportunities, generating leads, maintaining client relationships, and coordinating with insurance companies. Both roles require experience in BFSI and strong communication, organizational, and problem-solving skills.

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Anisha Nilesh Patel
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58 views

JD Maketing and Client Retention

Unison Insurance Broking Services Private Limited is seeking candidates for the positions of Assistant Manager Client Retention and Assistant Manager Marketing. For client retention, responsibilities include managing existing clients' insurance needs, understanding requirements, and providing solutions. For marketing, responsibilities include identifying sales opportunities, generating leads, maintaining client relationships, and coordinating with insurance companies. Both roles require experience in BFSI and strong communication, organizational, and problem-solving skills.

Uploaded by

Anisha Nilesh Patel
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Registered & Head Office:

601 - 602, 6th Floor, “AURUM”,


Near Vasna H.P. Petrol Pump,
Makrand Desai Road, Vadodara - 390015,
Gujarat, India
T: +91 265 225 2274 | F: +91 265 225 2276

CLIENT RETENTION
Post: Assistant Manager Client Retention
Location: Pan India

Qualification – Licentiate is must

Job Description
• Client Facing – Managing our existing Clients Insurance Requirement.
• Responsible for servicing non-EB / EB portfolio of our customers.
• Liaison with customers, understanding their Insurance Requirement and providing
them with end-to-end solution.
• Floating Insurance Enquiries and Negotiating for the Competitive Quote Terms with
Insurance Companies
• Preparing Comparative Quote Analysis and presenting to customers.
• Independently Handle Claims Documentation with Support of Senior
• Must have good knowledge Property & Marine Line of Business.
• Meeting Client Regularly
• Team Player and Quick Learner
• Experience in BFSI is mandatory. Salary as per industry standard.

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net
Corporate Office:
B -1401/1402, Lotus Corporate Park,
Near Jogeshwari Flyover,
Off. Western Express Highway, Goregaon (E),
Mumbai - 400063, Maharashtra, India
T: +91 22 6104 4700 | F: +91 22 6104 4790

Marketing
Post: Assistant Manager Marketing
Location: Pan India

• Qualification – MBA Marketing, Any Qualification in Insurance is


preferred

Job Description
• Researching and identifying sales opportunities, generating leads,
target identification and classification
• Gathering market intelligence and being updated with new trends and
competition
• Reaching out to new clients and making presentations or pitches
outlining the benefits of products and services
• Maintaining relationships with all prospective and existing clients
• Liaison with customers, understanding their Insurance Requirement and
providing them with end-to-end solution.
• Floating Insurance Enquiries and Negotiating for the Competitive Quote
Terms with Insurance Companies
• Preparing Comparative Quote Analysis and presenting to customers.
• Networking and Coordination with the Insurance Companies for getting
placements done
• Attention to detail, ability to think strategically and work independently
as well as in team
• Team Player and Quick Learner
• Strong Organizational skills and ability to prioritize and complete task

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net
rd
Office: Block A - 7, 3 Floor,
Safal Profitaire Building, Opp. Hotel Ramada,
Corporate Road, Prahlad Nagar,
Ahmedabad - 380015, Gujarat, India
T: +91 79 - 4032 7635, 4002 8993

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net
nd
Office: No.11/6, 2 Floor, Block C (Rear),
NITON Building, Palace Road,
Bengaluru - 560052, Karnataka, India
T: +91 80 - 2287 5333 | F: +91 80 - 2287 6333

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net
Office: 4 A, 4th Floor, Rain Tree Place,
MC Nichols Road, Chetpet,
Chennai - 600031, Tamil Nadu, India
T: +91 44 - 2836 0754

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net
th
Office: Unit No. 401, 4 Floor,
Brigade International Financial Centre (BIFC),
GIFT-Multi-Services SEZ, Ratanpur,
Dist. Gandhinagar - 382355, Gujarat, India
T: +91 74860 50882

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net
Office: 705 - 711, 7th Floor,
JMD Regent Square Tower,
M.G. Road, Gurugram - 122002, Haryana, India
T: +91 124 - 4109440 | F: +91 124 - 4370526

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net
Office: 6-3-1192/1/1, Flat No. 301, 3rd Floor,
Block I, White House, Begumpet,
Hyderabad - 500016, Telangana, India
T: +91 40 - 4003 7001

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net
rd
Office: B -19, 3 Floor, Sector - 1,
Noida - 201301, Uttar Pradesh, India
T: +91 120 – 2424654

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net
Office: 202, Marvella Business Hub,
Opp. Pal RTO, Pal Hazira Road,
Surat - 395009, Gujarat, India
T: +91 99785 11038

UNISON INSURANCE BROKING SERVICES PRIVATE LIMITED


Registered Office: 601 - 602, 6th Floor, “AURUM”, Near Vasna H.P. Petrol Pump, Makrand Desai Road, Vadodara - 390015, Gujarat, India | T: +91 265 225 2274 | F: +91 265 225 2276
Corporate Office: B -1401/1402, Lotus Corporate Park, Near Jogeshwari Flyover, Off. Western Express Highway, Goregaon (E), Mumbai - 400063, Maharashtra, India | T: +91 22 6104 4700 | F: +91 22 6104 4790
Vadodara | Mumbai | Ahmedabad | Bengaluru | Chennai | GIFT City | Gurugram | Hyderabad | Noida | Surat
CIN - U67200GJ1998PTC034882 | IRDAI Comp. Broker Registration Cert. No.149 | Valid up to 14/04/2024
www.unisoninsurance.net

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