Investment Management
2 weeks ago
Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the "client-first" philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas and boasts of a 23,000+ partner network for maximum service coverage.
You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.
The investment Manager will work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Wealth clients through various businesses and channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.
Develop new business opportunities through networking and referrals.
Explain insurance policies and coverage options to clients clearly and effectively.
Provide exceptional customer service and support to clients regarding their insurance policies.
Ensure all insurance transactions comply with company regulations and policies.
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.
Bachelor's degree in finance, Business Administration, or a related field.
Proven experience in sales, preferably in the banking or insurance industry.
Experience
# Minimum 5 years 'experience in life insurance sector
# Fresher to be considered only from Insurance institutes
Full-time position, typically within standard office hours.
# May require occasional travel outside the present location to meet clients or attend training session.
# Office-based with some flexibility to work outside the main office, depending on company policies
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