Overall Experience:

What were looking for

Responsibilities:

• Acquiring new customers through referrals organizing events & presentations and leads
• Maintaining existing client relationships and growing AUM through active portfolio management asset allocation and financial / retirement solutions
• Advising clients on their investment needs and risk coverage
• Keep abreast of the current financial and market trends and continuously engage with clients on market developments
• Work into and into sales of mutual funds insurance retirement benefits financial planning portfolio management suggest clients about insurance

Requirements

• Experience in handling wealth products is a must
• Candidates from distribution too can apply
• Problemsolving attitude
• Excellent communication skills
• Aptitude for fostering positive relationships
• Teamwork and leadership skills
• Candidate should be able to speak the native language.
• NISM IRDA certification preferred.

portfolio management,insurance,strategic thinking,maintaining client relationships,problem-solving skills,sales,financial planning,retirement benefits,wealth products handling,relationship management,advising clients,analytical mind,wealth management,market trends awareness,financial products knowledge,acquiring new customers,wealth,communication skills,mutual funds