Regional Wealth Specialist - Insurance (6-14 Yrs) Delhi NCR (BFSI Sales)

Role Summary :- To manage sales and business objective of the cluster, meeting, or exceeding key targets- Provides personalized financial advice, Insurance, and investment strategies to clients, helping them to achieve their financial goals.- Evaluating the insurance and wealth potential on the existing base- Client meetings for portfolio balancing wealth advisory.- To ensure achievement of sales targets with optimal market coverage- Identify opportunities around concepts like MWPA, business Insurance, legacy planning, and tax planning.- To ensure that the sale behavior, sales ethics, and sales practices of the sales team comply with company standards and regulations.- To closely work with the channel head to design sales strategies and initiatives that will cause improvement of sales performance across business.- Product/Subject matter expertiseTeam Management skills :- Mentoring skills- Business perspective & planning- Performance Management skills- Finance / Insurance industry awareness- Interviewing skills- Self management- Problem solving skills- Peer level co-ordination and influencing skillsMax CTC - 22LPaLocation - Delhi/ NCR (ref:updazz.com)

Payroll Type : Permanent