Private Wealth Manager Opening In A Leading Life Insurance Company – Ref Code SAMS

Alligoric Management Solutions; Kollam; On-site; INR 600,000 - 900,000; Full time

Job summary

Alligoric Management Solutions in Kollam, Kerala invites a sales professional to lead HNI sales initiatives, meet targets, and optimize market coverage across branches. You will benchmark competition, identify whitespaces, and drive wallet share.

Lead and coach the sales team, ensure ethical sales practices, and align branch stakeholders with strategic initiatives to improve performance. Must be a graduate, up to 38 years, with 1–5 years wealth or BFSI/Life Insurance experience; CTC up to 9 Lakh.

Qualifications

• Must have graduate or postgraduate degree.
• 1-5 years of wealth experience; preferably 5 years in Life Insurance.
• Experience in Bancassurance channel or BFSI sales is essential.

Responsibilities

• To manage HNI sales and achieve business objectives across selected branches, meeting or exceeding targets.
• To ensure achievement of sales targets with optimal market coverage.
• Benchmark competition objectives and identify whitespaces to increase wallet share.
• Lead and coach the sales team with ongoing guidance.
• Ensure sales behaviour and ethics comply with company standards and regulations.
• Collaborate with branch partners and internal teams to design sales strategies improving performance.

Skills

Wealth management

Bancassurance

BFSI sales

Education

Graduate / Post Graduate

Job description

Job Description

• To manage HNI sales and business objective of the selected category branches , meeting or exceeding key targets
• To ensure achievement of sales targets with optimal market coverage
• Benchmark competition objectives and identify whitespaces , in order to increase wallet share
• To effectively lead and manage sales team by providing them with ongoing coaching
• To ensure that the sales behaviour , sales ethics and sales practice of the sales team comply with company standards and regulations
• To closely work with the branch level partner’s stakeholders and internal hierarchy design sales strategies and initiatives that will cause improvements of sales performance

Desired Candidate Profile

Must be a Graduate / Post Graduate

Age should not be beyond 38 years

Have experience in Bancassurance channel in to life insurance company or any BFSI Sales experience

Should have 1-5 years of wealth experience (Preferably 5years experience in Life Insurance )

Good organizational and management knowledge

CTC: Upto 9Lakh

Location : Kollam