Job Description
Roles and Responsibilities
Identify and capture investment & insurance (I&I;) business opportunities leveraging financial
planning methodology to ensure fair outcomes for all types of customers
2. Engage end to end I&I; service, including customer needs identification, solution
recommendations, application fulfilment, and follow up
3. Provide specialist advice on appropriate I&I; solutions to meet the family protection, education,
retirement and legacy planning needs
4. Delivering against demanding performance expectations across customer engagement, financial
planning and new business KPIs
5. Manage individual portfolio to ensure the highest rate of customer satisfaction and persistency
through post-sales and ongoing customer engagement
Identify and capture investment & insurance (I&I;) business opportunities leveraging financial
planning methodology to ensure fair outcomes for all types of customers
2. Engage end to end I&I; service, including customer needs identification, solution
recommendations, application fulfilment, and follow up
3. Provide specialist advice on appropriate I&I; solutions to meet the family protection, education,
retirement and legacy planning needs
4. Delivering against demanding performance expectations across customer engagement, financial
planning and new business KPIs
5. Manage individual portfolio to ensure the highest rate of customer satisfaction and persistency
through post-sales and ongoing customer engagement
💡 Quick Summary
Seeking a career-building opportunity? The Leading Bank is hiring For Mobile Wealth Planner position is now open for candidates interested in the Bank Jobs sector. This role in Gurgaon offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
