Job Title: Regional Head - Wealth Channel

Location: Mumbai

Channel: Wealth

Education : MBA with good College

Experience: A minimum of 10 years of overall work experience, with a significant portion in the insurance or wealth management industry. Agency Channel/Broking Channel (Major knowledge in ULIP) Field Work: Should be comfortable with fieldwork Age: Not greater than 40

Salary : Best as per industry standards( Insurance Sector)

Skills : Exceptional Communications Skills

Job Responsibilities:

Team Management: Lead and manage a team of Relationship Managers, providing guidance, coaching, and support to ensure the growth and success of the wealth business.

Business Expansion: Drive the expansion of the wealth business by sourcing and onboarding mutual fund distributors, partners, and agents with expertise in ULIP products.

Relationship Development: Develop and sustain strong relationships with existing Independent Financial Advisors (IFAs) to foster long-term partnerships.

Channel Sales & Partner Management: Oversee channel sales activities and manage partners effectively to achieve sales and business development goals.

Mind Share & Wallet Share: Focus on increasing the mind share and wallet share of the wealth business through effective sales strategies.

Market Intelligence: Stay updated on industry trends, competitive offerings, regulatory changes, and investment products to make informed business decisions.

Sales Initiatives & Events: Plan and conduct special sales initiatives and events in collaboration with IFAs to attract and retain existing and prospective clients.

Business Associate Support: Facilitate and guide business associates in resolving operational and back-office issues, ensuring smooth business operations.

Complaints Management: Track investor complaints and queries, monitoring turnaround time for distributors to ensure customer satisfaction.

Requirements:

Experience: A minimum of 10 years of overall work experience, with a significant portion in the insurance or wealth management industry.

Leadership Skills: Demonstrated ability to lead and motivate a team of Relationship Managers, driving them toward achieving targets and business objectives.

If you meet the requirements and are ready to take on a leadership role in a dynamic and growing wealth management channel, we invite you to apply for the position of Regional Head - Wealth Channel at our leading insurance company in Mumbai. Join our team and be part of an organization dedicated to providing exceptional financial solutions to our clients.