Senior Wealth Manager=DM-KOLKATA - Kolkata, West Bengal
2 days ago

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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