Backend Executive

A Wealth Manager in an insurance company typically focuses on helping high-net-worth clients manage their wealth through various financial products, including insurance solutions. Here's a job description outline:

Key Responsibilities

1. Client Relationship Management: Build and maintain relationships with high-net-worth clients to understand their financial goals and provide tailored wealth management solutions.

2. Financial Planning: Develop comprehensive financial plans that incorporate insurance products, investments, and other wealth management strategies to meet clients' needs.

3. Product Knowledge: Stay up-to-date with various insurance products, investment options, and wealth management solutions to provide expert advice to clients.

4. Portfolio Management: Oversee and manage clients' investment portfolios, ensuring alignment with their financial goals and risk tolerance.

5. Risk Assessment: Assess clients' risk profiles and recommend appropriate insurance coverage to protect their assets and wealth.

6. Business Development: Identify new business opportunities and grow the client base through networking, referrals, and strategic partnerships.

7. Regulatory Compliance: Ensure all activities comply with relevant financial regulations and industry standards.

## Skills and Qualifications

1. Financial Industry Experience: Proven experience in wealth management, financial planning, or a related field.

2. Insurance Expertise: Strong knowledge of insurance products and their application in wealth management.

3. Investment Knowledge: Understanding of investment products and strategies.

4. Client Relationship Skills: Excellent communication and interpersonal skills to build and maintain client relationships.

5. Analytical Skills: Ability to analyze financial data and develop comprehensive financial plans.

6. Professional Certifications: Relevant certifications such as CFP (Certified Financial Planner) or equivalent are often preferred.

## Goals and Objectives

1. Client Satisfaction: Provide exceptional service and build long-term relationships with clients.

2. Business Growth: Increase the client base and grow assets under management.

3. Revenue Generation: Contribute to the company's revenue through the sale of insurance and wealth management products.

Wealth Managers in insurance companies play a crucial role in helping clients achieve their financial goals and protect their wealth through strategic planning and product recommendations.

• It is a Full Time Back Office / Data Entry job for candidates with 0 - 2 years of experience.

More about this Backend Executive job

1. What is the eligibility criteria to apply for this Backend Executive job?
   Ans: The candidate should be 12th Pass and above and above with 0 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹46500 per month + Incentives that depends on your interview. It's a Full Time job in Kolkata.
3. How many working days are there for this Backend Executive job?
   Ans: This Backend Executive job will have 6 working days.
4. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
5. How many openings are there for this Backend Executive role?
   Ans: There is an immediate opening of 10 Backend Executive at SHRIRAM LIFE INSURANCE COMPANY LIMITED
6. Who can apply for this job?
   Ans: Only Male candidates can apply for this Back Office / Data Entry job.
7. What are the timings of this Backend Executive job?
   Ans: This Backend Executive job has 09:00 AM - 06:00 PM timing.