Senior Wealth Manager

6 days ago

Chandigarh, Chandigarh, India Aditya Birla Sun Life Insurance Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Company Description

Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the Aditya Birla Group and Sun Life Financial Inc., a leading international financial services organization from Canada. ABSLI is known for its innovative approach and has significantly contributed to the growth of the life insurance industry in India. It ranks amongst the top 7 private life insurance companies in the country, offering a comprehensive range of insurance products. ABSLI was the first Indian insurance company to introduce the "Free Look Period" and has pioneered several other industry benchmarks.

Role Description

This is a full-time on-site role for a Senior Wealth Manager located in Chandigarh. The Senior Wealth Manager will be responsible for providing comprehensive financial planning services, managing investments, and developing personalized wealth management strategies for clients. Daily tasks include conducting financial reviews, recommending investment products, and providing insurance solutions. The role requires maintaining strong client relationships and ensuring that clients' financial goals are met efficiently.

Qualifications

  • Financial Planning and Insurance skills
  • Investment Management, Investments, and Finance skills
  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Experience in the financial services industry is a plus
  • Bachelor's degree in Finance, Economics, Business, or a related field

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