Senior Relationship Manager – Wealth & Insurance

ProLegion

Mumbai/Bombay

₹90,000 - ₹100,000 monthly

Fixed

90000 - ₹100000

Earning Potential

100,000

Work from Office

Full Time

Min. 5 years

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job highlights

6 applicants

Job Description

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. 


Job role

Work location

Mumbai, Maharashtra, India

Department

Banking / Insurance / Financial Services

Role / Category

Insurance Sales

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 5 years

Education

Graduate

English level

Good (Intermediate / Advanced) English

Gender

Any gender

About company

Name

ProLegion

Address

Mumbai, Maharashtra, India

Job posted by ProLegion

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