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21/09 Manish Upadhyay
Assistant Manager at Mindaquest

Views:71 Applications:21 Rec. Actions:Recruiter Actions:2

Wealth Manager - Sales - Insurance (2-6 yrs)

Kolkata Job Code: 91861

Candidates having experience in Life Insurance or general insurance or mutual funds will be preferred.

Roles and Responsibilities:

- Based on your experience and company's profile you will be responsible for some/all of the following:-

- Procuring the potential clients through networking, database, market analysis and references.

- Generating cross-sell revenue and doing 360 degree financial planning by wealth management.

- Managing and improving relationship values through clienteling.

- Liaison with operations team to resolve queries and revenue generation.

- Comply with organizational guidelines and norms.

- Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.

- Achieving financial goals and maintaining organization brand value.

Why should you be a part of us:

- Best leaders form our umbrella brand.

- The company has a huge badge in the industry for over 53 years

- Best salaries offered with lucrative incentives & benefits.

- Consistent ascend of opportunities and career growth.


Interested candidate can mail us their CV

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