Wealth Manager

Colin Pritams Consultancy and Multi Services

1 - 5 Years
10 Openings
3.3-6.5 Lac/Yr
Vashi Navi Mumbai
Face-to-Face interview

Key Skills

Corporate Banking Stock Broking Private Banking Mutual Funds Wealth Manager Walk in

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Job Description

Key Responsibilities:

�� Business Development: Identify potential clients in the financial and trading sector, including banks, investment firms, trading companies, hedge funds, and other relevant businesses. Prospect and generate leads through various channels, including cold calling, networking, and referrals.

�� Client Relationship Management: Cultivate and maintain strong relationships with existing clients to ensure client retention and satisfaction. Understand clients' insurance needs and provide appropriate coverage solutions to address their risk exposures effectively.

�� Consultative Selling: Conduct in-depth needs analysis and consult with clients to understand their financial and trading operations, risk management strategies, and insurance requirements. Offer tailored insurance solutions that align with their specific needs.

�� Insurance Product Promotion: Effectively communicate the features and benefits of insurance products and services to clients. Provide clear explanations of coverage options, policy terms, and conditions.

�� Quoting and Proposal Preparation: Prepare accurate and competitive insurance quotes and proposals based on clients' risk profiles and requirements. Present proposals to clients in a professional and persuasive manner.

�� Negotiation and Closing: Engage in negotiation with clients to reach mutually beneficial terms for insurance contracts. Secure signed agreements and policies to finalize sales.

�� Market Research: Stay abreast of market trends, competitor activities, and industry developments in the financial and trading insurance sector. Utilize market insights to enhance sales strategies and stay competitive.

�� Sales Reporting: Maintain accurate and up-to-date sales records, reports, and client information in the CRM system. Provide regular sales performance updates to management.

�� Compliance and Regulatory Adherence: Ensure compliance with all relevant industry regulations and guidelines while conducting sales activities.

Experience
1 - 5 Years
No. of Openings
10
Education
Any Bachelor Degree
Role
Wealth Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office

About Colin Pritams Consultancy and Multi Services

If you are searching for an efficient recruitment firm in Maharashtra, then you may opt for Colin Pritams Consultancy and Multi Services without any hitch. We are one of the leading and most efficient recruitment firms in entire Maharashtra that can serve you with all its best services. We embrace and approve the highest norms of personal and professional principles, integrity and faith. We are accountable to satisfy all our obligations to our customers, collaborators and our shareholders with a clear knowledge of the necessity and responsibility ingrained in those commitments. We are enthusiastic to provide outstanding services with honesty, and gratitude to retain our customer's faith.