Manager Wealth Management & Insurance Traecit Business Consultants

About Traecit Business Consultants

Job Description

We are hiring a Manager for Wealth Management and Insurance to lead and expand our growing financial services division. This is a leadership role ideal for a candidate who has successfully led teams, driven high sales numbers, and wants to build and scale a department from the ground up. Key Responsibilities: Lead the Department: Oversee the entire Wealth Management division (Including Mutual Funds, Investments, Insurance, Pension Funds, etc.) Team Building & Development: Oversee and monitor - Hiring right candidates and mentoring team members to achieve business goals. Sales Team Management: Lead and motivate the sales team to meet monthly and quarterly targets. Drive New Business: Identify and pursue new client acquisition and cross-selling opportunities. Sales Strategy: Plan and execute strategies to drive revenue growth in wealth, Investments and insurance products. MIS Reporting: Prepare and maintain regular MIS reports and presentations for management on periodic basis. Client Relationship Management: Maintain strong client relationships, ensure service quality, and enhance client satisfaction. Key Requirements: Minimum 3-5 years of experience in Wealth Management, Insurance, or Financial Services in a leadership role. Proven track record of achieving and exceeding sales targets. Experience in training and managing teams in a high-performance sales environment. Strong command over English (written and spoken); fluency in Tamil and Hindi is a must. Proficiency in MS Excel, Word, and PowerPoint must have handled MIS reporting in previous roles. Strong interpersonal, leadership, and organizational skills. In-depth knowledge of investment and insurance products. Preferred Qualifications: Professional certifications like CFP, NISM, IRDAI qualifications are a plus. Strategic mindset with a passion for client success and team growth. Experience Required: Minimum 3-5 years in Wealth Management, Financial Services, or Insurance (Must have led teams and driven high sales growth) Job Types: Full-time, Permanent Benefits: Cell phone reimbursement Paid sick time Provident Fund Schedule: Day shift Performance bonus Yearly bonus Ability to commute/relocate: T Nagar, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required) Experience: Field sales: 3 years (Required) Language: English, Tamil (Required) License/Certification: financial planning or Wealth Management Certification (Preferred) Willingness to travel: 25% (Preferred) Work Location: In person,