Client Associates - Senior Associate/AVP - Insurance Vertical

Client Associates (CA) is India's first and largest "Multi Family Office Firm" founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.

Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the "Best Team of Private Bankers" in India. Over the last decade, CA has been awarded as the best Wealth Management firm across categories:

1. Winner "Best Multi Family Office" In India at the AIWMI, India Wealth Awards 2018

2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008

3. Winner of Citywealth Asian Family Office of the Year,2011

4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 &2009

Job Responsibilities :-

- Overseeing and managing the Insurance vertical for Client Associates

- Collaborate with all wealth advisors / internal team to ensure the integration and alignment of insurance services with overall company objectives & culture.

- Networking and liasioning within internal teams and wealth advisors for leads

- Co-ordination and management of insurance partners/brokers to ensure good availability of products for our clients

- Ensure end to end time-bound execution excellence for smooth transaction closure for clients

- Business planning in line with growth targets of the team

- Comfortable to build a self-originated pipeline through active outreach

- Awareness and excitement for relationship-based prospect and client management

- Hands on involvement in existing portfolios and deeper mining for enhanced business

Desired Candidate Profile :-

- Candidate with full time MBA/PGDM are preferred, with relevant work experience in the Insurance Industry

- Should be passionate about adding value and impacting clients

- Should have a good network with partners/insurance brokers in the industry

- Should be relationship oriented with good inter-personal and people skills

- Should have the DNA for client centricity, quality and unbiased advisory

- Should have excellent Problem Solving and Communication Skills and be a good team player

- Should be a self-starter, focused, goal orientated and a balanced personality with a good blend of patience and hunger