Direct Distribution || Sr. Manager - Wealth || Mumbai

Job Description

Position - Manager – Wealth/HNI Channel (Individual and Team handling) Locations - Mumbai Role Overview You will manage high-value client relationships, offering personalized life insurance solutions to HNIs and affluent customers. You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets. This role demands a blend of consultative selling, market insight, and relationship-driven engagement to help clients achieve their wealth and protection goals. Key Responsibilities Engage with HNIs/affluent clients to understand their wealth planning and insurance needs Recommend customized life insurance solutions from a multi-insurer portfolio Build and manage long-term relationships with high-value clients Ensure end-to-end premium experience, including advisory, policy issuance, and post-sale service Meet monthly premium targets in line with assigned goals (₹1–3 lakhs/month post-probation) Maintain ethical sales conduct and adhere to all compliance and regulatory norms Stay updated on industry developments, product changes, and market trends Offer Portfolio Management Services (PMS) insights where applicable, aligning insurance choices with broader wealth strategies Core Competencies Consultative Sales Approach: Ability to assess client needs and recommend tailored solutions Interpersonal Skills: High EQ, trust-building ability, and discretion when dealing with HNIs Communication: Polished, professional verbal and written communication skills Self-Starter: Ability to work independently, drive results, and exceed performance metrics What You Get Attractive Compensation + high-performance-based incentives Career Growth: Clear pathway to team lead and zonal management roles Market Opportunity: Access to a wide range of insurance products across multiple insurers Show more Show less