Insurance Sales Specialist - Pune, India - R3 Consultant

    R3 Consultant
    R3 Consultant Pune, India

    Found in: Talent IN C2 - 1 week ago

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    Full time
    Description

    Job description

    We are hiring Relationship Manager for the Pune location and would require support in closing these at the earliest.

    Note: All interview rounds are virtual, No Face-to-face interview.

    Position: Relationship Manager / Investment counsellor

    Product: Mutual Funds

    No of Position: 20

    Type of Job: Field Sales

    Location: Pune (7 Location) - nearby candidate location

    Qualification: Min - Graduation

    Experience: Min 1 year in Life Insurance sales

    Salary Upto: 5 LPA

    Roles & Responsibilities:

    The hired will be responsible for Driving sales through existing clients.

    Conduct daily sales calls with prospective new clients and identify their needs.

    Provide and develop solutions and suggest schemes to clients basis their requirements and goal.

    Providing end-to-end solutions for the clients wealth management needs.

    Acquire new clients and Increase engagement of existing clients by providing complete financial planning solutions. Establishing strong relationships and communication with clients.

    Desired Profile:

    Graduate or Above

    Preference to NISM Certified candidates with experience in managing Retail/HNI

    Should have a good understanding of wealth management products like Mutual funds, Insurance, Bonds, NPS etc. Should have good market intelligence, about competition and market mapping etc.

    Good communication & interpersonal skills are a must.