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Job details:
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.