- Manage a portfolio of High Net Worth Individuals (HNIs) for Bancassurance business, identifying new opportunities and growing existing relationships.
- Develop and implement effective sales strategies to meet targets, focusing on life insurance products.
- Collaborate with internal teams to provide comprehensive wealth management solutions to HNI clients, ensuring high levels of customer satisfaction.
- Analyze market trends and competitor activity to stay ahead in the competitive bancassurance landscape.
Job Requirements :
- 2-6 years of experience in HNI sales or portfolio management in banking or finance industry.
- Robust understanding of mutual funds, insurance products, and wealth management principles.
- Proven track record of achieving sales targets through relationship building and negotiation skills.
📌 virtual bancassurance manager (Karnataka)
🏢 HDFC Life
📍 Karnataka
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