Position - Manager – Wealth/HNI Channel (Individual and Team handling)

Locations - Delhi

Role Overview

You will manage high-value client relationships, offering personalized life insurance solutions to HNIs and affluent customers. You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets. This role demands a blend of consultative selling, market insight, and relationship-driven engagement to help clients achieve their wealth and protection goals.

Key Responsibilities
Engage with HNIs/affluent clients to understand their wealth planning and insurance needs
Recommend customized life insurance solutions from a multi-insurer portfolio
Build and manage long-term relationships with high-value clients
Ensure end-to-end premium experience, including advisory, policy issuance, and post-sale service
Meet monthly premium targets in line with assigned goals (₹1–3 lakhs/month post-probation)




Maintain ethical sales conduct and adhere to all compliance and regulatory norms
Stay updated on industry developments, product changes, and market trends
Offer Portfolio Management Services (PMS) insights where applicable, aligning insurance choices with broader wealth strategies

Core Competencies
Consultative Sales Approach: Ability to assess client needs and recommend tailored solutions
Interpersonal Skills: High EQ, trust-building ability, and discretion when dealing with HNIs
Communication: Polished, professional verbal and written communication skills
Self-Starter: Ability to work independently, drive results, and exceed performance metrics

What You Get
Attractive Compensation + high-performance-based incentives
Growth opportunities: Explicit pathway to team lead and zonal management roles
Market Chance: Access to a wide range of insurance products across multiple insurers

📌 Direct Distribution Manager Wealth Gurgaon Gurugram
🏢 RenewBuy.com
📍 Gurugram