Senior Wealth Manager

Position Name: Senior Wealth Manager

Overall Experience: 5 years

Relevant Experience: 4+ years

Must Skills Required :

Handling Wealth Products

Client relationship management

Communication -Good

Domain: Wealth sector/Insurance/banking/Distribution

NISM VA & IRDA Certification

Budget: 7LPA

Work Shift: 5 Days working -Day shift

No. of Interview Rounds: 3 Rounds ( Final round HR F2F)

Notice Period: Immediate -15 days/currently who is serving Notice period

Location: Onsite -Bangalore

About the job

We are looking for Relationship Managers to build and preserve trusting relationships with our customers. Well rely on you to find ways to outperform our competition and maintain our companys 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.

Preferred candidates from Wealth Sector / Banking / Insurance / Distribution

Job Location: Bangalore

CTC up to: According to market standards.

ROLES & 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

Requirements

· Experience in handling wealth products is a must

· Candidates from distribution too can apply

· Problem-solving attitude

· Excellent communication skills

· Aptitude for fostering positive relationships

· Teamwork and leadership skills

· Customer-oriented mindset

· Graduation is a must

· NISM VA & IRDA Certification preferred