Wealth Relationship Manager

Key ResponsibilitiesDevelop and maintain strong relationships with existing and prospective clients.Conduct detailed financial assessments to understand client objectives and risk appetite.Recommend suitable investment options across Mutual Funds, PMS, Equity, and Insurance products.Assist clients with portfolio reviews, rebalancing, and performance...

Job Title: Financial Consultant / Insurance Advisor – HDFC Life (Flexible Work)Company: Techmin Wealth Partners (Business Partner of HDFC LIFE)Location: Kerala (Work-from-home + field as required)Job DescriptionTechmin Wealth Partners, associated with HDFC Life, is hiring Financial Consultants / Insurance Advisors across Kerala. This is a high-earning...

Position: Relationship Manager –Life InsuranceIndustry: InsuranceLocation: KottayamCTC: Up to ₹4 LPA - 5 LPAPreferred Candidates: Professionals with prior experience in the Insurance IndustryGeneral Overview of the RoleThe Relationship Manager – Life insurance will be responsible for building and managing relationships with channel partners, ensuring...

Position: Relationship ManagerIndustry: InsuranceLocation: KottayamPreferred Candidates: Professionals with prior experience in the Insurance IndustryGeneral Overview of the RoleThe Relationship Manager – Life insurance will be responsible for building and managing relationships with channel partners, ensuring smooth business acquisition, and driving sales...

Greetings form Ageas Federal Life Insurance_ Relationship Manager - Bancassurance._Location:-Kottayam-Pathanamthitta-Pala-Thiruvalla-Idukki:- Managing the life insurance sales through assigned Bank branches. Coordinating between Bank and company from lead generation to policy conversion. Deal with walking customers sale them Life insurance policies.Channel...

Hi,Greetings form Ageas Federal Life Insurance (Formarly known as IDBI Federal Life Insurance).Job title :- Relationship Manager - Bancassurance.Location:- Pathanamthitta,KottayamJob Types: Full-time, PermanentPay: Up to ₹450,000.00 per yearBenefits:Commuter assistanceHealth insuranceInternet reimbursementLife insuranceProvident FundWork Location: In...

Build and maintain relationship with customersKeep customers updated on various financial productsDeposit sourcing and fund mobilizationCanvassing and sourcing of new customers to increase gold loan BusinessGold appraisal, revenue generations through cross selling products at branch for insurance and other allied productsProper Collection of EMIsPreparing...

Achieve sales targets from assigned bank branchesImplement incentive programs for bank staffEnsure timely completion of medical reports and policy issuanceIdentify and develop new market segmentsPref 1yr LI Exp- kazhakkuttam,Perrokada ,Thirumala

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time remote role for a Sales Manager at Jackson Family Wines-LA. The Sales Manager will be responsible for developing and executing sales strategies, managing customer relationships, and achieving sales targets. Key day-to-day tasks include monitoring market trends, training...

Job descriptionThe Sales Manager (SM) is responsible for driving sales, managing a team of sales executives, and ensuring revenue growth in the assigned region. The role requires strong leadership, strategic planning, and execution to achieve sales targets, expand customer base, and enhance market penetration for NBFC or banking products such as loans,...