Job Description
Job Tittle: Senior Relationship Manager – Wealth & Insurance
Location: Mumbai
Experience: 5–10+ years
ATS Link: https://www.prolegion.com/marketplace/30bf29ea-1232-4b4d-bee7-6dfc32022f3e/senior-relationship-manager-–-wealth-&-insurance?utm_source=apna
Role Overview-
This role involves managing and growing relationships with High Net Worth Individuals (HNIs) by offering tailored wealth and insurance solutions.
Key Responsibilities-
Manage and grow a portfolio of HNI clients & Mutual Fund Distributors Provide customized insurance and wealth solutions
Cross-sell insurance and financial products
Build long-term client relationships and ensure high client satisfaction
Identify new HNI prospects and generate business
Conduct financial needs analysis and recommend suitable products
Coordinate with internal teams for seamless execution
Achieve revenue and AUM targets
Requirements-
5–10+ years of experience in wealth management / HNI sales
Strong network of HNI clients preferred
Experience in insurance and financial products
Excellent relationship management and negotiation skills
Strong understanding of BFSI products
Note:
1. Applications will only be accepted through the ATS link provided above. Profiles shared through other means will not be considered.
2. Prolegion does not charge any fee from candidates at any stage. If anyone approaches you for money in exchange for this opportunity, treat it as fraud and report it to us immediately.
Location: Mumbai
Experience: 5–10+ years
ATS Link: https://www.prolegion.com/marketplace/30bf29ea-1232-4b4d-bee7-6dfc32022f3e/senior-relationship-manager-–-wealth-&-insurance?utm_source=apna
Role Overview-
This role involves managing and growing relationships with High Net Worth Individuals (HNIs) by offering tailored wealth and insurance solutions.
Key Responsibilities-
Manage and grow a portfolio of HNI clients & Mutual Fund Distributors Provide customized insurance and wealth solutions
Cross-sell insurance and financial products
Build long-term client relationships and ensure high client satisfaction
Identify new HNI prospects and generate business
Conduct financial needs analysis and recommend suitable products
Coordinate with internal teams for seamless execution
Achieve revenue and AUM targets
Requirements-
5–10+ years of experience in wealth management / HNI sales
Strong network of HNI clients preferred
Experience in insurance and financial products
Excellent relationship management and negotiation skills
Strong understanding of BFSI products
Note:
1. Applications will only be accepted through the ATS link provided above. Profiles shared through other means will not be considered.
2. Prolegion does not charge any fee from candidates at any stage. If anyone approaches you for money in exchange for this opportunity, treat it as fraud and report it to us immediately.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Relationship Manager – Wealth & Insurance position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Mumbai 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 Marketing Executive Jobs is a plus.