Wealth Relationship Manager

Chennai
Full-Time
Junior: 1 to 8 years
35K - 55K (Per Month)
Posted on Dec 19 2024

About the Job

Skills

Mutual fund
life insurance
Wealth management
Wealth manager
Sales manager
Bank
ULIP

Role - Relationship Manager - Wealth Channel


Preferences –


- Life Insurance Agency channel OR Mutual Fund background

- Must have built good Life Insurance advisor or Mutual Fund distributor base.

- No direct selling.

- Age: 25 to 35 years

- Qualification: Graduation & above

- Good communication skills



Roles and responsibilities –


- Deal with the HNI clients and sell ULIP products

- Recruit and train distributors

- Organize and run recruitment events for distributors

- Continued training and motivating the team to drive ULIP business

- Attend joint field work and help the distributors whenever needed

- No need for IRDA or Mutual Fund exam. Direct empanelment.


For More Details Contact HR : 8072481869

About the company

A Place Where Your Financial Health and Objectives Become Our Priority.

Industry

Financial Services

Company Size

2-10 Employees

Headquarter

Chennai

Other open jobs from Cashflow Prime