Wealth Manager

Aditya Birla Sun Life Insurance

About the Role

• Full-time, on-site Wealth Manager and Portfolio Manager role based in Mumbai.

Key Responsibilities

• Understanding clients' financial goals.
• Recommending suitable investment and insurance products.
• Developing personalized financial plans.
• Monitoring client portfolios.
• Acquiring new clients.
• Maintaining long-term relationships.
• Reviewing portfolio performance.
• Ensuring compliance with company policies and applicable regulations.

Requirements & Tech Stack

• Financial planning
• Investments
• Portfolio management
• Wealth management
• Understanding of life insurance products (term plans, savings plans, ULIPs, child plans, and retirement solutions).
• Ability to assess clients' financial needs and recommend suitable insurance coverage and investment solutions.
• Knowledge of risk management, financial protection, and insurance planning based on clients' life stages.
• Ability to explain policy benefits, premiums, policy terms, exclusions, and claim procedures clearly.
• Skills in client acquisition, lead generation, insurance sales, and business development.
• Ability to maintain client relationships, conduct policy reviews, and identify cross-selling opportunities.
• Strong communication, negotiation, analytical, and interpersonal skills.
• Commitment to ethical selling, customer confidentiality, and compliance with applicable insurance regulations and company policies.

Qualifications

• Bachelor's degree in Finance, Commerce, Business, or a related field is preferred.
• Freshers and experienced candidates with an interest in insurance and wealth management are welcome.