Wealth Manager(Agency channel)

2 - 5 years

2 - 8 Lacs

Posted:1 month ago| Platform: Foundit logo

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On-site

Job Type

Full Time

Job Description

kotak Life insurance co,ltd Designation-Wealth Manager ctc-8.5 lpa Key Responsibilities: Operations Management: Overseeing daily activities, including hiring and training, managing budgets, and ensuring workflow efficiency. Client Relationship Management: Developing and maintaining strong client relationships, addressing client needs, and ensuring their satisfaction. Strategic Planning: Developing and implementing strategic plans to achieve agency goals and objectives. Team Leadership: Leading, motivating, and developing a high-performing team to meet client expectations. Business Development: Identifying and pursuing new business opportunities, expanding the agency's client base. Financial Management: Managing agency finances, including budgets, revenue projections, and expense tracking.

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