- Develop and maintain strong relationships with wealth partners and relationship managers to drive business growth.

- Identify recent business opportunities and provide tailored insurance solutions to clients.

- Collaborate with internal teams to ensure seamless delivery of products and services.

- Analyze market trends and competitor activity to stay ahead in the industry.

- Provide exceptional customer service and support to clients and stakeholders.

- Drive sales performance and achieve targets through effective planning and execution.

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

Role: Wealth Manager,

Industry Type: Insurance,

Department: BFSI, Investments & Trading,

Employment Type: Full Time, Permanent

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

PG: Any Postgraduate

Key Skills communication and interpersonal skillscustomer servicefinancial servicesinsurance salesmarket trendsrelationship managersalessales performancewealth management

📌 Relationship Manager - Wealth (Mumbai)
🏢 Axis Max Life Insurance
📍 Mumbai