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Job Title- Wealth Manager
Functional- Sales / Business Development / Client Servicing
Industry- Insurance
Experience Range- - Years
About Us
CIEL is a new-age HR Firm, offers Talent Acquisition solutions to its clients leveraging on technology and analytics framework. Having pioneered several vistas in HR since 1992, the Founders of Ma Foi diversified successfully into the areas of Analytics and Strategy consulting. The founders along with industry veterans have started their 2nd venture in the HR services market to bring new meanings to the industry through "Ciel HR Services" strongly anchored on technology and Analytics.
About Company
Our client is a JV between a reputed Indian conglomerate and one of the largest life insurance providers in Asia. Have been growing fast in India since 2001.
Roles and Responsibility

A Position Overview

Position Title

Wealth Manager_Branch Banking


Partnership Distribution

Level/ Band

Executive (201)


Role Summary:

         Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations


B Organizational Relationships

Reports To

Area Manager / State Head



C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders


Branch Operations

Distribution Operations


Channel Partner

D Key Result Areas

Organization Process

Key Contributions


         Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches

         Working jointing with the Branch Manager on Business Implementation plan

         Driving and motivating the branch staff along with RAMBO RM and providing support for logging in applications sourced

         Tapping the right database of the branch and ensure authentic documentation

         Build relationship with the RAMBO Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively

         Prospect and meet customers within and outside the Branch as when required

         To develop, agree and implement short term and long term plans to achieve sales targets

         To achieve branch RM activation targets

         Work collectively with RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business nos.

         Seek commitment from the partner towards achievement of business objective


Relationship Management

         Managing the relationship between internal team and channel partner so as to

Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

         Provide all possible support to the channel partner as a face of parent company

         Effectively execute all Marketing activities as per Partners requirement

         Ensuring timely issuance of policies with resolving all pending etc.

         Adhere to the customer touch-point engagement in order to service his portfolio of customers

         To maintain the desired persistency ratio

         Prompt post-sales service with respect to all domains

         Strategize and interact closely with the RM on business plan execution


Ensure Compliance

         Ensure compliance to internal sales process & other compliance standards

   Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team



         Adhering to the Training Road map.

         Providing timely reports to the Supervisor as per the requirement.

         Adhering to the TALIC code of conduct.




E Skills Required


  • Product/Subject matter expertise
  • Business perspective & planning
  • Finance / Insurance industry awareness
  • Self management
  • Problem solving skills
  • Peer level co-ordination and influencing skills







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



Desired Candidate
Essential qualification : Graduate; Desired : PG Experience : 0.5 - 4 years in Sales (Insurance / Financial Service Background)
Job Expired