
Senior Business Professional
4 days ago
We are seeking a motivated and experienced professional to lead our Wealth Management Team at Coimbatore.
Job Summary:
- Develop relationships with Mutual Fund Distributors, Income Tax Professionals, and Chartered Accountants.
- Introduce them to Tata AIA and AIG business opportunities.
- Convine them to become Advisors/Agency Partners.
- Complete documentation, training, scheduling exams, and onboarding.
- Help them start their initial business.
- Create daily content for digital marketing and post on social media platforms.
Key Responsibilities:
- Understand various personal financial products, including insurance.
- Keep records updated and provide client service.
- Implement digital and social media marketing strategies for partnerships and business opportunities.
Requirements:
- Excellent interpersonal and communication skills.
- Experience in business development, partnership management, and negotiation.
- Finance, wealth management, and insurance industry awareness.
- Good written and verbal communication skills.
- Experience in the financial services industry is a plus.
- Strategic thinking and analytical skills.
- Ability to work independently and as part of a team.
- Familiarity with the specific industry or market is a plus.
- Bachelor's degree in Business Administration, Marketing, or a related field.
- Proficiency in Microsoft Office Suite.
About Us:
Our firm offers a dynamic work environment and opportunities for growth.
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