Insurance MF Financial ser - Senior Relationship Manager
Insurance MF Financial ser - Senior Relationship Manager
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Job Description
Job Title: Senior Relationship Manager
Location: Bangalore Karnataka (On-site)
Experience Required: 3 to 5 years in Sales within Banking & Financial Services
CTC: As per market standards
About the Company:
Our client is a dynamic fast-growing financial services firm committed to providing senior citizens with personalized wealth management and retirement planning solutions. As a small-sized company with big ambitions they are on an exciting journey to double their footprint and scale operations. They are seeking driven professionals who are passionate about financial wellness and ready to grow with the organization.
Job Overview:
We are looking for proactive and strategic Relationship Managers to build and maintain strong trust-based relationships with clients. This is a client-facing role that demands excellent communication a consultative sales approach and a deep understanding of financial products. If youre a self-starter who thrives in a growth-focused environment and is excited about creating real impact this role is for you.
Roles & Responsibilities:
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Acquire new customers through referrals networking events and inbound leads
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Manage and grow a portfolio of senior citizen clients by offering customized financial planning and investment solutions
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Conduct regular portfolio reviews and recommend asset allocation strategies tailored to retirement goals
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Stay updated with market trends and share relevant insights with clients to support informed decision-making
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Foster strong client relationships by providing excellent service and consistent engagement
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Identify cross-sell and up-sell opportunities for wealth and insurance products
Requirements:
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Proven experience in Wealth Management / Banking / Insurance / Financial Services Distribution
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Exposure to wealth products (mutual funds insurance fixed income etc. is a must
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Strong interpersonal and communication skills
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Strategic and problem-solving mindset
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Client-centric approach with the ability to build long-term relationships
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Team player with leadership potential
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Bachelor s degree is mandatory; MBA in Marketing or Finance preferred
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NISM VA and IRDA certifications preferred
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Preferably based in Bangalore
portfolio management,wealth,asset allocation,sales,banking,problem-solving,client-centric,wealth management,new urbanism,irda certified,investment solutions,management,insurance,financial services distribution,strategic thinking,interpersonal skills,financial services,client engagement,communication,client relationship management,financial planning
Employment Type
Full Time
