Wealth Manager - Sales - Private Bank (5-11 yrs)
We are looking for young, high energy individuals with a passion for sales and for achieving aspirational targets:
- Liaise with PWM who cater to HNI / Ultra HNI clients and build effective relationships to maximize the business opportunity and help them to achieve Life Insurance business target
- Candidate will be required to service these PWMs & HNI/Ultra HNI clients
- Provide training to PWMs and assist them in revenue generation through joint calls
- Should be well versed with portfolio management and excellent customer service skills as he / she has to interact with high net worth customers
- Candidate should be able to showcase product comparisons, excellent understanding of Life Insurance products and other financial product (- as mentioned below)
- Candidate should be able to create scope for Life Insurance business while interacting with PWMs and HNI/Ultra HNI clients
- Exercise due diligence to prevent unauthorized/ fraudulent transactions
Education, experience & others :
- Graduate or Post-graduate from any stream
Experience of 3-4 years
- Excellent communication skills; verbal and written
- Knowledge of -Basics of Financial Market, Equity, Debt, Asset allocation, Mutual Fund & Taxation
- Candidate will be responsible for assigned WRP targets through right product mix with desired persistency (renewal premium)
IF YOU ARE INTERESTED THEN KINDLY SENDS YOUR UPDATED RESUME
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