Consultative sales to Large/Mid-size Corporate / HNI clients in Gujarat.
Responsible for developing new clients and ensuring a consistent flow of new revenue for the company.
Manage and build relationships with existing clients for upselling products such as Mutual Funds, PMS, Bank & Corporate Deposits, Government Securities, Corporate Bonds, Equities, Insurance, and Real Estate as per client needs.
Identify and develop new prospective relationships to boost the company’s top line.
Partner across the firm to utilize existing relationships and deliver other Lines of Business.
Deliver and contribute to WTW through leadership to existing clientele and prospects.
Ensure timelines and deliverables are met in the sales process and post-sales servicing is as per WTW standards.
The Requirements
5+ years of experience in Corporate General Insurance, Mutual Funds, PMS, Fixed Income, etc.
Candidate will be accountable for new business opportunities and retention of allocated client relationships for the Ahmedabad/Gujarat region.
Must have positive knowledge of wealth products.
Must have good communication skills and be fluent in the local language.
Preferably a Master’s / PG degree holder.
Must be AMFI certified.
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