Insurance Sales Specialist

We are hiring Relationship Manager for the Pune location and would require support in closing these at the earliest.

Note: All interview rounds are virtual, No Face-to-face interview.

Position: Relationship Manager / Investment counsellor

Product: Mutual Funds

No of Position: 20

Type of Job: Field Sales

Location: Pune (7 Location) - nearby candidate location

Qualification: Min - Graduation

Experience: Min 1 year in Life Insurance sales

Salary Upto: 5 LPA

Roles & Responsibilities

The hired will be responsible for Driving sales through existing clients.

Conduct daily sales calls with prospective new clients and identify their needs.

Provide and develop solutions and suggest schemes to clients basis their requirements and goal.

Providing end-to-end solutions for the clients wealth management needs.

Acquire new clients and Increase engagement of existing clients by providing complete financial planning solutions. Establishing strong relationships and communication with clients.

Desired Profile

Graduate or Above

Preference to NISM Certified candidates with experience in managing Retail/HNI

Should have a good understanding of wealth management products like Mutual funds, Insurance, Bonds, NPS etc. Should have good market intelligence, about competition and market mapping etc.

Good communication & interpersonal skills are a must.

Full time