NSB - Wealth Specialist

Wealth Specialist

Responsibilities:

- To manage sales and business objective of the cluster, meeting, or exceeding key targets

- Provides personalized financial advice, Insurance, and investment strategies to clients, helping them to achieve their financial goals.

- Evaluating the insurance and wealth potential on the existing base

- Client meetings for portfolio balancing wealth advisory.

- To ensure achievement of sales targets with optimal market coverage

- Identify opportunities around concepts like MWPA, business Insurance, legacy planning, and tax planning.

- To ensure that the sale behavior, sales ethics, and sales practices of the sales team comply with company standards and regulations.

- To closely work with the channel head to design sales strategies and initiatives that will cause improvement of sales performance across business.