Bonanza Portfolio Ltd
Website:
bonanzagroup.com
Job details:
Job Title: Insurance Relationship Manager – Wealth Management
Location: Mumbai
Experience: 2–5 Years
Qualification: Graduate / Post Graduate (Finance, Commerce or related field preferred)
Job Responsibilities:- Support the Wealth Management team in driving Insurance product sales across the client base.
- Develop and maintain strong relationships with HNI and UHNI clients.
- Identify client financial protection needs and recommend suitable Insurance solutions (Life Insurance / Investment-linked Insurance products).
- Work closely with Wealth Managers to provide insurance advisory as part of overall wealth planning.
- Cross-sell Insurance products to existing and newly acquired clients.
- Assist in client meetings, portfolio discussions, and financial planning conversations where insurance solutions are required.
- Coordinate with insurance partners and internal teams for policy issuance, documentation, and servicing.
- Achieve sales targets for insurance products as assigned by the organization.
- Maintain strong client servicing standards and provide timely support for policy-related queries.
- Provide regular updates to the reporting manager on sales performance and client engagement activities.
Key Skills Required:- Good communication and relationship management skills
- Understanding of Insurance products and wealth management solutions
- Ability to engage with HNI / UHNI clients
- Sales and advisory mindset
- Strong client servicing orientation
Functional Area:Wealth Management / Insurance Sales / Relationship Management
Click on Apply to know more.