Job Description
position: Senior Relationship Manager
Job Type: Onsite
Location: Bengaluru, Karnataka
Experience Required: OE: 4+ years
Salary: 8-10 LPA
Skills: Insurance sales, Mutual funds
Ideal Candidate
- 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 problem-solving 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.
Interested candidates #comment or share your updated CV to [Confidential Information]
Skills: insurance,sales,mutual funds,financial planning,portfolio management
