Assistant Manager at Mindaquest
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Wealth Manager - Sales - Insurance (2-6 yrs)
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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