Senior Wealth Manage....
Senior Wealth ManagerSenior Relationship Manager
Posted on :
27-04-2024
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
27-04-2024
Job Description
Req ID : 2762098
Overall Experience:
4 years of experience.
What were looking for
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
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
Employment Type
Full Time
Company Industry
Key Skills
- Business Development
- Portfolio Management
- Leadership skills
- Credit Analysis
- Cash Flow Analysis
- Banking
- Relationship Management
- Underwriting
- Financial Analysis
- Customer relationship management
- negotiation
- RMF
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
