Manager( Wealth & Insurance) (Mumbai)

Manager( Wealth & Insurance) (Mumbai)

06 Aug
|
White Force Outsourcing Services
|
Mumbai

06 Aug

White Force Outsourcing Services

Mumbai

Role & responsibilities

This role involves managing and growing relationships with High Net Worth

Individuals (HNIs) by offering tailored wealth and insurance solutions.

Key Responsibilities

Manage and grow a portfolio of HNI clients & Mutual Fund Distributors

Provide customized insurance and wealth solutions

Cross-sell insurance and financial products

Build long-term client relationships and ensure high client satisfaction

Identify new HNI prospects and generate business

Conduct financial needs analysis and recommend suitable products

Coordinate with internal teams for seamless execution

Achieve revenue and AUM targets

Requirements

510+ years of experience in wealth management / HNI sales

Strong network of HNI clients preferred

Experience in insurance and financial products

Excellent relationship management and negotiation skills

Robust understanding of BFSI products

Preferred candidate profile

📌 Manager( Wealth & Insurance) (Mumbai)
🏢 White Force Outsourcing Services
📍 Mumbai

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