Posted:None|
Platform:
Work from Office
Full Time
Build and manage relationships with a portfolio of HNIs, understanding their unique financial goals and needs.
Provide expert advice on a range of insurance and investment products including life insurance, health insurance, and other financial services.
Conduct regular meetings with HNIs to offer personalized solutions, ensuring a high level of customer satisfaction.
Develop and implement strategies to cross-sell and upsell insurance and investment products to the HNI client.
Stay updated on market trends and financial products to provide the best solutions.
Achieve sales targets and other KPIs set by the company.
Ensure compliance with all
Attend networking events and maintain a robust network of HNI prospects.
Strong understanding of insurance and investment products.
Excellent communication, negotiation, and interpersonal skills.
Ability to understand client needs and offer customized solutions.
Self-driven with a strong passion for sales and relationship building.
Previous experience in the insurance industry is a plus.
Postgraduate in any relevant field (e.g., Finance,Business Administration)
Policybazaar
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