Portfolio Management Specialist

1 day ago

Bareilly, Uttar Pradesh, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 25,00,000
Job Title: Portfolio Management Specialist

A talented and experienced professional with a passion for portfolio management is sought after to join our dynamic team. As a Portfolio Management Specialist, you will be responsible for overseeing the investment activities of clients, providing expert advice on insurance solutions, and ensuring compliance with regulatory standards.

About Nuvama Wealth Management:

Nuvama Wealth Management is a leading wealth and asset management firm serving a diverse range of affluent customers, UHNIs, family offices, institutional clients, and corporates. With a robust governance framework and a deep commitment to client-centric service, we offer a unique opportunity for professionals to grow and excel in their careers.

Key Responsibilities:
  • Manage and sell insurance products to clients through various channels, leveraging expertise in insurance solutions to provide tailored advice.
  • Work closely with relationship managers to drive the insurance business, promoting and selling products to existing and potential customers.
  • Achieve sales targets and contribute to the overall targets of the business line, while developing new business opportunities through networking and referrals.
Client Consultation:
  • Assess clients' insurance needs, providing recommendations that meet their specific requirements.
  • Clearly explain insurance policies and coverage options to clients, ensuring they understand their options.
  • Support clients throughout the application process, ensuring proper documentation and a seamless experience.
Customer Service:
  • Deliver exceptional customer service and support to clients, addressing inquiries and resolving issues related to insurance products.
  • Conduct regular follow-ups with clients to ensure satisfaction and retention, fostering long-term relationships.
Compliance and Documentation:
  • Maintain accurate records of sales and client interactions in our systems, ensuring compliance with company regulations and policies.
  • Stay updated on changes in insurance laws and regulations, applying this knowledge to ensure continued excellence in our services.

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