Regional Wealth Manager - Life Insurance (6-14 Yrs) Delhi NCR/Gurgaon/Gurugram (BFSI Sales) by HIYAMEE PVT LTD

Updazz.com (July-2017 से पंजीकृत) ने 9 घंटे पहले इस नौकरी को पोस्ट किया था

Urgent opening for regional wealth manager in a leading life insurance required-6yrs and aboveDescription:- 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. (ref:updazz.com)

Payroll Type : Permanent