10 Sep
|
bwise solutions
|
India
10 Sep
bwise solutions
India
:
Manage Wealth/Portfolio Management (PWM) business through the assigned bank branch network.
Build solid relationships with bank staff and high-value customers to generate life insurance business.
Identify customer needs and recommend suitable life insurance and investment solutions.
Drive lead generation, sales conversion, and achievement of assigned business targets.
Conduct regular branch visits and coordinate with Relationship Managers/Branch Managers.
Ensure quality business, proper documentation, and compliance with company and regulatory guidelines.
Track business performance and maintain solid relationships with the banca partner.
Candidate Profile:
Graduate with 2 to 6 years of experience in Life Insurance, Bancassurance.
Solid communication, relationship management, and sales skills.
Experience working with banking channels/HNI customers preferred.
📌 Private Wealth Manager Axis Bb Bengaluru (India)
🏢 bwise solutions
📍 India