Wealth Manager

Colin Pritams Consultancy and Multi Services

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