From 5 to 10 year(s) of experience

₹ Not Disclosed by Recruiter

Mumbai, Pune

Job Description

Roles and Responsibilities

Life insurance company hiring for wealth management.

Impact on the Business / Function

Joint Calls

Financial Planning Sessions with customers alongside the

planners

Sales closures

Planner activation

Maintain the agreed productivity per planner

Maintain the agreed Trad mix

Subject Matter expert.

Role Context

IPEs have to interact with the stake holders bank and create the strategy to achieve the objectives

Connecting with customers who are not met up with Advance/Premier Bank RM’s although these customers are mapped to the Bank

RMs

Swiftly change the strategy based on the performance from week to week

Should be demanding and influencing to reach the expected objectives

Will be working closely with life insurance sales team mapped to bank

Will have dotted line reporting with the Regional Sales Manager

Open location-Western & South Mumbai

Note:Preference should be given for LI guys managingCiti Bank, Standard Chartered, DBS, Axis, HDFC managing Wealth management and has to be good in insurance sales.

We can also look at candidates who areSenior Wealth RM’s working with MNC Banks like CITI/Stancy or other private Banks.Excellent communication skills & should have Experienced in Portfolio management also.

This is an Individual contributor role. The candidate has to be good in communication, pleasing personality and need to have goodLife Insuranceknowledge and Sales experience.

Role:Client Retention

Salary: Not Disclosed by Recruiter

Industry:Banking

Functional Area:Sales & Business Development

Role Category:Sales Support & Operations

Employment Type:Full Time, Permanent

Key Skills

Wealth ManagementHNILife InsuranceUltra HNIportfolio management

Education

PG:Any Postgraduate

Company Profile

SKYWINGS ADVISORS PRIVATE LIMITED

We are recruitment firm.

Company Info

X

Contact Details+

Recruiter Name:Archana

Contact Company:SKYWINGS ADVISORS PRIVATE LIMITED

Telephone:9997994022

Website:http://www.assuredjob.com