Sales Wealth Manager

Department Icon Business Development / Sales
Posted: 1 week ago
2-7 years
Chennai, Coimbatore, Dharmapuri, Madurai, Nagercoil, Thanjavur, Tiruchirappalli, Vellore
Business Development / Sales
work from office
Full Time
Closes 29 Dec 2026

Posted: 1 week ago
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Job Description

As a Sales Wealth Manager, you will play a crucial role in the Banking & Insurance sector by managing and supporting assigned bank branches for Life Insurance business. Your primary responsibility will be to develop strong relationships with Branch Managers and Bank Staff, ensuring effective collaboration to generate business through leads received from partner bank branches. You will conduct joint customer meetings and sales activities, understanding customer requirements to promote suitable insurance solutions. Additionally, you will train and guide branch employees on insurance products and sales techniques, fostering a knowledgeable team that can effectively serve customer needs.

Key responsibilities include generating additional business through walk-ins, customer references, and existing databases, while achieving assigned business targets and maintaining excellent customer service. You will be expected to leverage your sales experience and customer interaction skills to build lasting business relationships, contributing to both your personal growth and the success of the organization.

To be eligible for this role, candidates should possess any degree (UG/PG) and have a minimum of 2 years of experience in sales, preferably in banking, financial services, or insurance. A valid two-wheeler and driving license are mandatory. The position offers a competitive salary package ranging from 1 Lakh to 6 Lakhs INR, along with attractive performance incentives, career growth opportunities, and a professional corporate work environment. This is an excellent opportunity for sales professionals looking to advance their careers in a reputable organization while gaining valuable exposure to the financial services industry.

Skills

SalesFinancial ServicesCustomer Relationship ManagementInsuranceBanking

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