Wealth Relationship Manager || Cross Sell Life Insurance || Gandhinagar

Angel Broking Ltd

1 to 6 yrs. Gandhinagar
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Posted on 26 Sep 2018

Job Description

* Acquisition & managing High Net Worth / Ultra High Net Worth customers.


* Cross-sell products ( Life Insurance ) to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.


* Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Insurance etc.


* Ensure highest levels of customer service to these HNI customers.

Link to Job: https://jobs.klimb.io//angelbroking/5b9119e1f26a1c4b6f675a89

Keyskills

Job Posted by

Aarfa Neha Human Resources Angel Broking Limited Ahmedabad

3579 Followers

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