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Wealth Manager

2 - 6 years

5 - 7 Lacs

Chennai, Ahmedabad, Bengaluru

Posted:3 months ago| Platform: Naukri logo

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Agency Sales Agency Development Field Sales Insurance Sales Agency Management

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Work from Office

Job Type

Full Time

Job Description

Job Title: Wealth Manager Life Insurance Locations: Pune, Ahmedabad, Chennai, Bangalore Experience: Minimum 1.5–2 years (Life Insurance/Wealth Management Experience Required) Education: Minimum Graduation Age Limit: Up to 40 years CTC: Up to 6.5 LPA Job Description: We are looking for experienced and driven professionals in Wealth Management and Life Insurance sales. If you have a strong background in financial advisory, investment products, and insurance sales, this role offers immense growth potential with attractive incentives. Key Responsibilities: Financial Advisory: Provide investment and insurance solutions to clients based on their financial goals. Revenue Generation: Drive sales of ULIP and other life insurance products through effective client engagement. Portfolio Management: Build and manage a strong client portfolio, ensuring high retention and satisfaction. Business Development: Expand the client base by acquiring HNIs, NRIs, and other potential investors. Market Analysis: Stay updated on financial trends, investment opportunities, and insurance products to provide the best advice. Candidate Requirements: Experience: 1.5–2 years in Wealth Management, Life Insurance Sales, or Financial Advisory. Career Stability: Preference for candidates with a stable job history. Communication Skills: Proficiency in English and the local language is a must. Age & Education: Graduate candidates up to 40 years of age. What We Offer: Attractive Incentives: Lucrative performance-based earnings. Career Growth: Work with a leading wealth management model in the LI industry. Rewards & Recognition: Sponsored domestic and international conventions for top performers. Join us and elevate your career in wealth management! Apply now!

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The Origin
The Origin
www.the-origin.com

Technology/Software

Innovation City

50-200 Employees

4 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    CTO

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