Wealth Relation Manager

Insurance/Investment
Jayanagar, Bengaluru, Karnataka, India
September 17, 2024
₹400000 - ₹700000 / year
Full Time
Application deadline closed.

Job Description

Job Roles and Responsibilities:

  • Achieve sales targets by promoting life insurance and mutual funds to high-net-worth individuals (HNIs) and retail clients.
  • Recruit, train, and manage a team of financial consultants or agents to ensure optimal productivity. Build and nurture strong relationships with clients to understand their financial needs and offer tailored solutions.
  • Develop and implement strategies to enhance sales performance and client acquisition.
  • Stay updated on industry trends, competitors, and regulatory changes to provide informed advice to clients.
  • Provide continuous training and support to agents to maximize their sales potential.
  • Track and report on sales targets, client engagement, and team performance to senior management.

Rewards:

  • Attractive incentives
  • Fast Track Increment and promotion System
  • Employee of the Quarter and Employee of the Year awards
  • Special award ceremonies to celebrate high performing teams.

If you are interested in exploring this opportunity further- Kindly Contact Us:

Nikhil | HR Team

Phone/WhatsApp: +91 92652 97550

Related Jobs