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Job Description
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Senior Wealth Manager
Bangalore Urban, Karnataka, India On-site Full-time
About the job
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.
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
· Preferably from Bangalore
Click on Apply to know more.