15h Left: Manager – Wealth
4 days ago
Job Description Job Summary: We are seeking a dynamic and results-driven Relationship Manager to manage high-value client relationships and offer personalized life insurance solutions to HNIs and affluent customers. The role involves meeting clients, understanding their financial and insurance needs, and recommending suitable life insurance and allied financial products. You will play a key role in achieving monthly business targets while ensuring client satisfaction and maintaining long-term professional relationships. Key Responsibilities: - Engage with HNI and affluent clients to understand their wealth planning and insurance needs. - Recommend customized life insurance solutions from a multi-insurer portfolio. - Build, nurture, and maintain long-term relationships with high-value clients. - Ensure end-to-end client experience, including advisory, policy issuance, and post-sale servicing. - Achieve monthly premium targets of 13 lakhs post-probation. - Maintain ethical sales practices and adhere to all compliance and regulatory norms. - Stay informed about industry trends, product innovations, and regulatory changes. - Offer Portfolio Management Services (PMS) insights when relevant to align insurance solutions with clients overall wealth strategies. Core Competencies: - Consultative Sales Approach: Ability to assess client needs and recommend tailored financial and insurance solutions. - Interpersonal Skills: Strong relationship-building and high emotional intelligence while dealing with HNI clients. - Communication: Excellent verbal and written communication with a polished, professional demeanor. - Self-Starter: Highly motivated, target-oriented, and capable of working independently. - Analytical Ability: Understanding of wealth management and insurance market trends. - Customer Focus: Commitment to providing exceptional client service and maintaining long-term trust. Qualifications: - Education: Bachelor's degree in Business, Finance, or a related discipline (MBA preferred). - Experience: 35 years in life insurance, wealth management, or HNI relationship management. - Proven track record of meeting or exceeding sales and premium targets. - Strong understanding of life insurance, ULIPs, and investment-linked products. - Proficiency in CRM software and financial advisory tools.
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Wealth Manager
2 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per yearAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Senior Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...
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Wealth Manager
1 week ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
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Wealth Manager
1 week ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
1 week ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
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Wealth Manager
1 week ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
1 week ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
1 week ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
