Chief Asset Strategist

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000
Job Title: Investment Manager

About Nuvama Wealth Management is a leading wealth and asset management firm in India.

We offer a range of services, including wealth solutions, asset management, institutional securities, and capital market advisory.

  • Deep experience and expertise
  • Leading research
  • Product innovation

As an Insurance Sales Manager, you will be responsible for managing and selling insurance products to clients through various channels.

You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

Sales and Business Development:

  • Work closely with Relationship Managers on driving the insurance business.
  • Promote and sell insurance products to existing and potential customers through mapped Relationships.
  • Achieve sales targets and contribute to the Line of Business overall targets with self and team.
  • Develop new business opportunities through networking and referrals.

Client Consultation:

  • Assess clients' insurance needs and provide suitable recommendations.
  • Explain insurance policies and coverage options to clients clearly and effectively.
  • Assist clients with the application process and ensure proper documentation.

Customer Service:

  • Provide exceptional customer service and support to clients regarding their insurance policies.
  • Address client inquiries and resolve any issues or concerns related to insurance products.
  • Conduct regular follow-ups with clients to ensure satisfaction and retention.

Compliance and Documentation:

  • Ensure all insurance transactions comply with company regulations and policies.
  • Maintain accurate records of sales and client interactions in the company system.
  • Stay updated with changes in insurance laws and regulations.

Training and Development:

  • Participate in ongoing training programs to stay current with industry trends and product knowledge.
  • Share best practices and knowledge with team members to improve overall performance.

Qualifications:

1. Bachelor's degree in finance, Business Administration, or a related field.

2. Proven experience in sales, preferably in the banking or insurance industry.

3. Strong knowledge of insurance products and services.

4. Excellent communication and interpersonal skills.

5. Ability to work independently and as part of a team.

Experience:

Minimum 5 years' experience in life insurance sector.

Fresher candidates from insurance institutes only.

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