Insurance Sales Manager
Desai Co.
Insurance Sales Manager
Desai Co.
Surat
₹30,000 - ₹55,000 monthly
Fixed
₹30000 - ₹55000
Earning Potential
₹55,000
Field Job
Full Time
Min. 1 year
Good (Intermediate / Advanced) English
Job Details
Interview Details
Job highlights
8 applicants
Benefits include: PF, Petrol Allowance, Internet Allowance
Job Description
Key Responsibilities:
- Manage and grow business from existing clients while acquiring new clients.
- Maintain regular follow-ups with clients regarding portfolio performance and investment opportunities.
- Recommend scheme changes or portfolio rebalancing for underperforming investments.
- Schedule and conduct client meetings to review portfolios and discuss financial goals.
- Inform and advise clients about new investment products and opportunities.
- Build and maintain long-term client relationships through regular engagement and service.
Products Handled:
- Mutual Funds
- PMS (Portfolio Management Services)
- AIF (Alternative Investment Funds)
- Bonds
- Fixed Deposits (FDs)
- Non-Convertible Debentures (NCDs)
Requirements:
- Minimum 5 years of experience in wealth management, investment advisory, or financial product sales.
- Strong understanding of investment products and financial markets.
- Excellent communication, relationship management, and client servicing skills.
- Self-driven with a client-focused and target-oriented approach.
Job role
Department
Marketing / Brand / Digital Marketing
Role / Category
Marketing
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 1 year
Education
Graduate
Skills
Insurance sales, Wealth management, Health Insurance Sales, Investment Services, Wealth Management Services, Life Insurance Sales, Insurance Policy Sales, Insurance Policies, Fixed Deposit Management
English level
Good (Intermediate / Advanced) English
Gender
Any gender
About company
Name
Desai Co.
Address
Surat, Gujarat, India
Job posted by Desai Co.
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