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Regional Wealth Specialist - IBL - Affluent Banking
6-8 years
Ahmedabad
1 vacancy
Regional Wealth Specialist - IBL - Affluent Banking
Tata AIA Life Insurance
posted 27d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Job Description
A Position Overview
Position Title
Regional Wealth Specialist
Department
Partnership Distribution (IBL)
Level/ Band
Sr Manager
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.
B Organizational Relationships
Reports To
Zonal Sales Manager
Supervises
Direct Role
C Job Dimensions
Geographic Area Covered
Branch/ Cluster
Internal Stakeholders
Training
Product Management
Marketing
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Achieve ANP targets through assigned branches
Achieve pre-set business targets on ANP, case count, active sales staff and various KPIs for designated cluster
Develop joint business and implementation plans with branch manager
Make joint calls with bank sales team, if required during the initial months
Accompany the bank sales team on calls with high-ticket clients.
Build up and maintain solid relationship and rapport with partner s Relationship Managers, Area Managers and Zonal Managers
Training of the sales team
Provide on-going training to partner s staff, including products, sales technique, prospecting, objection handling and sales operation and process etc.
Financial Analysis And Investment Recommendations
Analyze clients financial status, including assets, liabilities, cash flow, insurance coverage, and tax status.
Develop personalized investment strategies based on clients needs and objectives.
Recommend appropriate investment products.
Advise on asset allocation and diversification strategies to minimize risk and maximize returns.
Arrange various contests & events for the sales team as well as the customers
Execute templated events for channel partner
Fulfill the approval requirements
Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent
MIS & Reporting
Design and circulate business MIS and reports to various stakeholder as required
Analyze data cuts on Business Performance and share the findings with the supervisors
E Skills Required
Technical
- Product/Subject matter expertise
- Team 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 skills
Behavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Language Skills
English, Local language
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
PG / MBA
Experience
6 - 8 years Sales Experience (Insurance / Financial Service Background)
Employment Type: Full Time, Permanent
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based on 3.1k employees
Flexible timing
Monday to Saturday
Within city
Day Shift
Tata AIA Life Insurance Benefits
Submitted by Company
Job Training Health Insurance Soft Skill Training 
Cafeteria
Submitted by Employees
Job Training 
Health Insurance 
Soft Skill Training 
Work From Home 
Team Outings 
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