Senior Wealth Manager 8-12 LPA Sales Prefered

4 weeks ago


Bengaluru, India Feufo Inc Full time
As a Senior Wealth Manager your role willinvolve acquiring new customers through referrals organizing events& presentations and leads. You will be responsible formaintaining existing client relationships and growing AUM throughactive portfolio management asset allocation andfinancial/retirement solutions. Advising clients on theirinvestment needs risk coverage and staying abreast of currentfinancial and market trends will be crucial. Preferred candidateswill have experience in handling wealth products distribution alongwith a problemsolving attitude excellent communication skillsaptitude for fostering positive relationships teamwork leadershipskills and a customeroriented mindset. Graduation is a must andNISM VA & IRDA Certification ispreferred.
CandidateQualifications:We are lookingfor candidates with experience in handling wealth productsdistribution and a problemsolving attitude along with excellentcommunication skills and customerorientedmindset.
RequiredSkills:
  • WealthManagement
  • Distribution
  • ProblemSolving
  • Communication
  • CustomerOrientedMindset

portfoliomanagement,investment advising,leadership,insurance,market trendsanalysis,customer acquisition,presentation skills,teamwork,assetallocation,irda,wealth management,communication skills,relationshipmanagement,problem-solving


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