JD Maketing and Client Retention

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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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