Asset Growth Specialist

1 week ago

Bhavnagar, Gujarat, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 20,00,000
Investment Manager Role

We are seeking an experienced Investment Manager to join our organization. As an Investment Manager, you will play a key role in managing and selling insurance products through various channels.

  • Work closely with Relationship Managers across Nuvama Wealth to drive the insurance business, products, and strategies.
  • Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.
  • 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.
Requirements:
  • Bachelor's degree in finance, Business Administration, or a related field.
  • Proven experience in sales, preferably in the banking or insurance industry.
  • Strong knowledge of insurance products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

Experience: Minimum 5 years experience in life insurance sector. Fresher considered only from Insurance institutes.

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