Urgent Requirement For Wealth Manager

  • icon job experience 1 - 3 Years
  • icon job opening 10 Openings
  • icon salary 2.0-3.5 Lac/Yr
  • icon job location Hyderabad
  • icon job posting Posted 21 days ago
  • Face-to-Face interview Face-to-Face interview

Job Description

Sell various types of insurance policies to potential clients such as car, home, health, and life

insurance.

Build and maintain relationships with clients by providing excellent customer service.

Analyze clients' current insurance policies and suggest add-ons or new policies to suit their

needs better.

Generate new business leads through various sources such as cold calls, networking events, and

referrals.

Meet or exceed set revenue and sales targets every month.

Stay up-to-date with changes in the insurance industry and new products.

Provide support and assistance to clients during the claims process.

Nurture client relationships and address clients' questions regarding financial plans and

strategies.

Analyze clients' requirements and recommend the most suitable combination of financial

solutions offered by UPONLY to meet their short-term and long-term financial needs holistically

and securely.

Establish and maintain strong client relationships, providing ongoing support, regularly

reviewing investments for potential reassessment, and keeping clients informed about updates

Interested? Apply now on or call at
  • Experience

    1 - 3 Years

  • No. of Openings

    10

  • Education

    Higher Secondary, B.B.A, B.Com

  • 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

  • Face interview location

    Akshar Business Park Office No: M-0042, Ground Floor Plot No: 3, Sector-25 Vashi, Navi Mumbai - 4007

About Uponly Finserv

Together, We Rise, UPONLY FINSERV: Partnering with you for intelligent financial decisions.
UPONLY Finserv is a trusted partner in your financial journey. With a team of seasoned professionals, we bring expertise and insights to help you make informed decisions.
Read More...
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