Senior Manager/manager (wealth Manager-retail) Job in Salasar Services Insurance Brokers

Senior Manager / Manager Wealth Manager (Retail)

Location: Kolkata
Experience: 5 8 Years
Functional Area: Wealth Management, HNI Handling, Corporate Client Handling

Educational Qualification: Graduate / Postgraduate (Any discipline)

Key Responsibilities

• Portfolio Analysis: Conduct comprehensive reviews of clients insurance portfolios to ensure optimal coverage and alignment with financial goals.
• Risk Inspection: Undertake detailed risk inspections and implement strategies to maximize insurance protection.
• Customized Policy Design: Develop tailored insurance policies based on assessments of needs, risk profiles, and current portfolios.
• Loss Mitigation: Recommend and implement proactive measures for loss minimization and risk mitigation.
• Negotiation & Procurement: Secure competitive rates and terms with insurers to provide the best possible solutions for clients.
• End-to-End Management: Provide seamless management of insurance portfolios, ensuring continuous optimization and service excellence.
• Client Advisory: Build strong relationships with High Net-Worth Individuals (HNI) and corporate clients, offering personalized advisory support.