Senior Wealth Relationship Manager Wealth Channel

Career Point Placement Services

3 - 8 years

3 - 6 Lacs

Pune Ahmedabad Chennai

Posted:1 week ago| Platform:

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Skills Required

Life Insurance Agency Partner Channel Agency Channel IMF Partnership Distribution COT Agency Insurance Sales Leadership Development Agency Sales Lead Generation Agent Recruitment Partner Development TOT Leadership Management Business Development MDRT

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage a team of agents to achieve sales targets through effective recruitment, training, and development.
Identify new opportunities for partnerships and alliances that drive revenue expansion.
Analyze market trends and competitor activity to inform strategic decisions.
Deal with the HNI clients and sell ULIP products
Organize and run recruitment events for distributors
Continued training and motivating the team to drive business
Attend joint field work and help the distributors whenever needed
No need for IRDA or Mutual Fund exam. Direct empanelment.

Desired Candidate Profile

Life Insurance Agency channel OR Mutual Fund background
Proven track record of success in agent recruitment, leadership development, and relationship building.
Strong understanding of life insurance products and distribution channels (Agency Channel).
Excellent communication, negotiation, and problem-solving skills.
Must have built good Life Insurance advisor or Mutual Fund distributor base.
No direct selling.
Age: 25 to 35 years
Qualification: Graduation & above

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