Urgent Vacancy for Wealth Manager with Renowned Insurance Company

Greetings from 2COMS ) This mail is in regards of an Urgent vacancy for Wealth Manager. Location Kolkata Work on assigned leads and generate referrals from every visit made to customer Offer best in class sales experience while onboarding customers Achieve sales targets as assigned by the organization month-on-month basis Cross sell and up sell products based on the life cycle needs of the customers and as defined by the organization. Meeting the customers to solicit insurance products based on appointments in the course of daily activities Ensure that reports are maintained/updated regularly on Lead Management System Ensure that a comprehensive financial need analysis of customers is done and provide insurance solutions based on analysis. Warm Regards, Ananya