21 Oct
|
TATA AIA LIFE INSURANCE
|
New Delhi
21 Oct
TATA AIA LIFE INSURANCE
New Delhi
Roles and Responsibilities :
- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Identify recent business opportunities through networking, referrals, and market research to expand the client base.
- Develop and maintain a deep understanding of various investment products such as mutual funds, bonds, equity securities, etc. to offer expert advice to clients.
- Monitor client portfolios regularly to ensure alignment with their risk tolerance and liquidity needs.
Job Requirements :
- 0-5 years of experience in wealth management or related field (e.g., banking).
- Strong knowledge of life insurance industry trends and regulations.
- Familiarity with NBFCs (Non-Banking Financial Companies) is an added advantage.
📌 Relationship Manager (New Delhi)
🏢 TATA AIA LIFE INSURANCE
📍 New Delhi