Senior Wealth Manager Senior Relationship Manager
2 weeks ago
ExperienceRequired: 3years
Location: 28/A 3rd Main Rd RMS Colony AECS Layout Sanjayanagara BengaluruKarnataka
Budget: 8 10LPA
JobDescription ROLEEXPECTATIONS:We are looking for RelationshipManagers to 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.
Weare looking for candidate who have worked financial products likein mutual funds insurance retirement benefits and financialplanning. who can deal with finances portfolio managementsuggesting clients about insurancePreferredcandidates from: Wealth Sector / Banking / Insurance /Distribution
DUTIESandRESPONSIBILITIES
- 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
Candidateshould be able to speak the nativelanguage.
- NISMIRDA certificationpreferred .
NoticePeriod: Immediate joiner to max 15days
financial planning,insurance,markettrends,sales,asset allocation,mutual funds,leadershipskills,wealth,financial products,insurance planning,portfoliomanagement,retirement benefits,relationshipmanagement,irda,communication skills,irdacertified
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