Sales Manager
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
ï'· Liaise with PWM who cater to HNI / Ultra HNI clients and build effective relationships
to maximize the business opportunity and help them to achieve Life Insurance
business target ï'· Candidate will be required to service these PWMs & HNI / Ultra HNI clients
ï'· Provide training to PWMs and assist them in revenue generation through joint calls
ï'· Should be well versed with portfolio management and excellent customer service skills
as he / she has to interact with high net worth customers
ï'· Candidate should be able to showcase product comparisons, excellent understanding
of Life Insurance products and other financial product (* as mentioned below)
ï'· Candidate should be able to create scope for Life Insurance business while interacting
with PWMs and HNI / Ultra HNI clients
ï'· Exercise due diligence to prevent unauthorized / fraudulent transactions
to maximize the business opportunity and help them to achieve Life Insurance
business target ï'· Candidate will be required to service these PWMs & HNI / Ultra HNI clients
ï'· Provide training to PWMs and assist them in revenue generation through joint calls
ï'· Should be well versed with portfolio management and excellent customer service skills
as he / she has to interact with high net worth customers
ï'· Candidate should be able to showcase product comparisons, excellent understanding
of Life Insurance products and other financial product (* as mentioned below)
ï'· Candidate should be able to create scope for Life Insurance business while interacting
with PWMs and HNI / Ultra HNI clients
ï'· Exercise due diligence to prevent unauthorized / fraudulent transactions
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