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Posted on 28 Nov, 2025
In Office
Job Description | Responsibilities
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Provide insurance advisory and product recommendations to customers through partnered banks.
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Engage customers to understand financial needs and match suitable insurance solutions.
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Support sales campaigns, customer follow-ups, and ensure high service standards.
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Build strong customer relationships and contribute to sales targets.
Overview
- Industry - HR, HUMAN RESOURCES
- Functional Area - Financial Services / Broking
- Job Role - Wealth Manager
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Insurance Sales
Financial Advisory
Banking Partners
Customer Engagement
Insurance Solutions
CMFAS
Financial Services
Sales Executive
