Relationship Manager - Wealth Management - Sales - Insurance (2-8 yrs) Overseas/International/Dubai/Middle East (BFSI Sales/Marketing)
JobsPlan - An Executive Search Firm
Middle East
منذ 4 ساعات
source : iimjobs.com

We have job opportunity for the given positions, (female candidates only) interested can share their updated CV's or call undersigned.

1. RM - Insurance

2. RM - Wealth / Banca-assurance

Job location : Dubai

Designation : Relationship Manager - Insurance

Kindly consider only females for these profiles preferably from Mumbai and Delhi with 2 to 3 years experience and good communication skills.

The salary offered would be somewhere between AED 5000 to AED 7000 plus incentives.

Please find below the job description for both the profiles :

Job Title : Relationship Manager - Insurance

Experience : 1 to 4

Department / Group : Sales

Qualification : Any Graduate

Role : Individual

Candidate Current Preferred Location : Mumbai

Position Type : Full Time

Key Skills :

Role and Responsibilities

  • Responsible for acquiring preferred HNI clients
  • Maintaining client relationships and generate AUM from preferred clients
  • Advising HNI clients on Insurance and managing their portfolio
  • Track the HNI segment in the market for new client acquisition
  • Seamlessly align service delivery for enhanced experience
  • Achievement of Insurance targets
  • Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
  • Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified
  • Ensuring need-based product approach towards clients and regular reporting of product penetration
  • 2. Position : Wealth Manager

    Location : Dubai

    ROLE & RESPONSIBILITIES :

  • To prospect, acquire and retain clients
  • To achieve budgeted targets in terms of number of clients / volume of business & assets.
  • To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients- portfolios
  • To understand clients- needs & requirements and accordingly position products & services
  • To coordinate with product and research team for taking investment decision for the clients
  • To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-
  • point relationship for the client

  • To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
  • To provide various investment performance reports and summaries to the clients
  • To build and maintain client bases, along with relevant comments / remarks for future reference
  • To guide clients in the gathering of information / documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
  • To conduct and assist in organising seminars, workshops and other business development activities

  • To prepare the MIS reports in the specified formats
  • ref : updazz.com)

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