senior recruiter at Hiyamee Pvt Ltd
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Regional Wealth Manager - Life Insurance (6-14 yrs)
Urgent opening for regional wealth manager in a leading life insurance company
Location-Gurugaon
Salary-20-24lkahs/anm
Exp required-6yrs and above
Description:
- To manage sales and business objective of the cluster, meeting, or exceeding key targets
- Provides personalized financial advice, Insurance, and investment strategies to clients, helping them to achieve their financial goals.
- Evaluating the insurance and wealth potential on the existing base
- Client meetings for portfolio balancing wealth advisory.
- To ensure achievement of sales targets with optimal market coverage
- Identify opportunities around concepts like MWPA, business Insurance, legacy planning, and tax planning.
- To ensure that the sale behavior, sales ethics, and sales practices of the sales team comply with company standards and regulations.
- To closely work with the channel head to design sales strategies and initiatives that will cause improvement of sales performance across business.
