Senior Relationship Manager – Wealth & Insurance

Job Tittle: Senior Relationship Manager – Wealth & Insurance

Location: Mumbai

Experience: 5–10+ years

ATS Link: https://www.prolegion.com/marketplace/30bf29ea-1232-4b4d-bee7-6dfc32022f3e/senior-relationship-manager-–-wealth-&-insurance?utm_source=apna

Role Overview-

This role involves managing and growing relationships with High Net Worth Individuals (HNIs) by offering tailored wealth and insurance solutions.

Key Responsibilities-

Manage and grow a portfolio of HNI clients & Mutual Fund Distributors Provide customized insurance and wealth solutions

Cross-sell insurance and financial products

Build long-term client relationships and ensure high client satisfaction

Identify new HNI prospects and generate business

Conduct financial needs analysis and recommend suitable products

Coordinate with internal teams for seamless execution

Achieve revenue and AUM targets

Requirements-

5–10+ years of experience in wealth management / HNI sales

Strong network of HNI clients preferred

Experience in insurance and financial products

Excellent relationship management and negotiation skills

Strong understanding of BFSI products

Note: 

1. Applications will only be accepted through the ATS link provided above. Profiles shared through other means will not be considered. 

2. Prolegion does not charge any fee from candidates at any stage. If anyone approaches you for money in exchange for this opportunity, treat it as fraud and report it to us immediately.