Field Executive

📌 Job Title: Wealth Manager

🏢 Company: Sriram Life Insurance

📍 Location: Rajaji Nagar & Indiranagar, Bangalore

💼 Experience Required: Minimum 1-2 years in Financial Sales / Insurance / Wealth Management

💰 Salary: As per industry standards (Fixed + Attractive Incentives)

Job Responsibilities:

• Identify and acquire new customers interested in life insurance and investment products.

• Provide sound financial advice based on a deep understanding of insurance and wealth management products.

• Build and maintain strong client relationships to ensure long-term engagement.

• Cross-sell and up-sell a variety of insurance products including ULIPs, term plans, and investment-linked insurance.

• Conduct financial planning and goal setting sessions with clients.

• Stay updated on industry trends, market conditions, and product knowledge.

• Meet monthly and quarterly sales targets and productivity benchmarks.

• Ensure complete and accurate documentation of all client interactions and transactions.

Key Skills Required:

• Strong sales and interpersonal communication skills

• Knowledge of life insurance, ULIPs, mutual funds, or financial advisory services

• Goal-oriented with a proven track record in achieving sales targets

• Customer-first mindset with consultative selling approach

• Good negotiation and presentation skills

• Proficient in Kannada and English (local language is a plus)

Eligibility Criteria:

• Qualification: Graduate in any stream (preferably Finance/Commerce)

• Experience: Minimum 1 year in sales or financial product distribution

• Candidates from Life Insurance, Banking, or Wealth Management background preferred

Working Days: 6 days a week (Sunday off)
Thank you

• It is a Full Time Field Sales job for candidates with 2 - 3 years of experience.

More about this Field Executive job

1. What is the eligibility criteria to apply for this Field Executive job?
   Ans: The candidate should be Graduate and above and above with 2 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹35000 - ₹40000 per month that depends on your interview. It's a Full Time job in Bangalore.
3. How many working days are there for this Field Executive job?
   Ans: This Field Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Field Executive job?
   Ans: No, there is no fee applicable for applying this Field Executive job and during the employment with the company, i.e., SHRIRAM LIFE INSURANCE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Field Executive role?
   Ans: There is an immediate opening of 50 Field Executive at SHRIRAM LIFE INSURANCE LIMITED
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Field Sales job.
8. What are the timings of this Field Executive job?
   Ans: This Field Executive job has 09:00 AM - 06:00 PM timing.