Senior Wealth ManagerSenior Relationship Manager

4 weeks ago


sany, India Feufo Inc Full time
Overall Experience: 4years of experience.What were lookingfor We are looking for Relationship Managersto build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in this role you should bean excellent communicator with the ability to build rapport withcustomers. We expect you to be a strategic thinker with ananalytical mind and strong problemsolvingskills.We are looking for candidate who haveworked financial products like in mutual funds insurance retirementbenefits and financial planning. who can deal with financesportfolio management suggesting clients aboutinsurancePreferred candidates from: WealthSector / Banking / Insurance /DistributionResponsibilities:
  • Acquiringnew customers through referrals organizing events &presentations and leads
  • Maintaining existingclient relationships and growing AUM through active portfoliomanagement asset allocation and financial / retirementsolutions
  • Advising clients on their investmentneeds and risk coverage
  • Keep abreast of thecurrent financial and market trends and continuously engage withclients on market developments
  • Work into andinto sales of mutual funds insurance retirement benefits financialplanning portfolio management suggest clients aboutinsurance
Requirements
  • Experiencein handling wealth products is amust
  • Candidates from distribution too canapply
  • Problemsolvingattitude
  • Excellent communicationskills
  • Aptitude for fostering positiverelationships
  • Teamwork and leadershipskills
  • Candidate should be able to speak thenative language.
  • NISMIRDA certificationpreferred .


portfoliomanagement,insurance,strategic thinking,maintaining clientrelationships,problem-solving skills,sales,financialplanning,retirement benefits,wealth products handling,relationshipmanagement,advising clients,analytical mind,wealthmanagement,market trends awareness,financial productsknowledge,acquiring new customers,wealth,communicationskills,mutual funds



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