Position:
Senior Wealth Manager/ Senior Relationship Manager (Must have insurance experience)
Experience Required: 3+ years
Location: AECS Layout, Sanjayanagara, Bengaluru, Karnataka
Job Description
ROLE EXPECTATIONS:
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 / Insurance. Insurance Adviser can also apply for the required position.
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
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
- Candidate should be able to speak the native language.
- NISM, IRDA certification preferred.
Skills: financial products,communication skills,market trends,sales & marketing,leadership,irda certification,irda certified,advising clients,insurance,teamwork,wealth management,native language proficiency,retirement benefits,portfolio management,irda,wealth,relationship management,mutual funds,financial planning,nism certification,insurance background,problem-solving,sales
