Senior Wealth Manage....
Senior Wealth Manager Senior Relationship Manager
Posted on :
06-02-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
06-02-2024
Job Description
Req ID : 2508613
Position: Senior Wealth Manager/ Senior Relationship Manager
Experience Required: 3 years
Location: 28/A 3rd Main Rd RMS Colony AECS Layout Sanjayanagara Bengaluru Karnataka
Budget: 8 10 LPA
Job Description
ROLE EXPECTATIONS:
We are looking for Relationship Managers to build and preserve trusting relationships with our customers.
We ll rely on you to find ways to outperform our competition and maintain our company s positive image.
To succeed in this role you should be an excellent communicator with the ability to build rapport with customers. We expect you to be a strategic thinker with an analytical mind and strong problemsolving skills.
We are looking for candidate who have worked financial products like in mutual funds insurance retirement benefits and financial planning. who can deal with finances portfolio management suggesting clients about insurance
Preferred candidates from: Wealth Sector / Banking / Insurance / Distribution
DUTIES and 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.
Notice Period: Immediate joiner to max 15 days
insurance,wealth,retirement benefits,mutual funds,financial planning,portfolio management,irda certified,irda
Employment Type
Full Time
Key Skills
- Business Development
- Portfolio Management
- Leadership skills
- Credit Analysis
- Cash Flow Analysis
- Banking
- Relationship Management
- Underwriting
- Financial Analysis
- Customer relationship management
- negotiation
- RMF
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