Senior Wealth Manager=DM-KOLKATA - Kolkata, West Bengal

Only for registered members Kolkata, West Bengal, India

2 days ago

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Direct Marketing · Senior Wealth Manager=DM-KOLKATA · Location: 226, Kolkata · Job Description · Department: Direct Marketing · Reports to: Customer Relationship Manager · Purpose · To acquire and service customers directly for life insurance products, achieving business targets ...
Job description

Direct Marketing

Senior Wealth Manager=DM-KOLKATA


Location: 226, Kolkata

Job Description


Department: Direct Marketing

Reports to: Customer Relationship Manager

Purpose

To acquire and service customers directly for life insurance products, achieving business targets and ensuring excellent customer experience.

Key Responsibilities

  • Source new business through direct sales channels (self-generated & company leads)
  • Achieve sales, revenue & persistency targets
  • Conduct customer meetings to explain life insurance products & solutions
  • Build long-term customer relationships for repeat & referral business
  • Ensure adherence to IRDAI/regulatory norms & internal compliance

Must Haves

  • Good knowledge of equity, financial, and insurance products
  • 1–5 years' experience in sales, bancassurance, or financial services
  • Excellent communication & relationship skills

Qualification: Graduate in any discipline

Minimum Experience Level

0 - 4 years

Job Qualifications



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