​Portfolio Management: Clients ke financial goals ko samajhna aur unhe life insurance, retirement plans, aur wealth-linked products (ULIPs) suggest karna.

​Business Development: Naye clients banana aur existing clients ke saath mazboot rishte banaye rakhna.

​Financial Consulting: Clients ko tax advantages, risk coverage, aur wealth accumulation ke baare mein sahi jaankari dena.

​Market Analysis: Insurance market ke naye trends aur products ki gehri samajh rakhna taaki clients ko sahi samay par behtar advice di ja sake.

​Claims & Service Support: Policy issuance aur claims ke waqt clients ki madad karna aur unhe behtar service experience dena.

​Team Coordination: Sales targets achieve karne ke liye branch aur team ke saath milkar kaam karna

​Required Skills (Zaruri Hunar)

​Communication Skills: Hindi aur English mein achhi pakad taaki complex financial products ko asani se samjhaya ja sake.

​Sales & Networking: Logo se milne aur network build karne ka junoon.

​Analytical Thinking: Financial data aur market fluctuations ko samajhne ki kshamta.

​Customer Centric: Client ki zarurat ko sabse upar rakhne ka attitude

📌 Insurance Wealth Manager Korba (India)
🏢 Capital Corner Finserv
📍 India