Senior Wealth Manager
Year Bengaluru, Karnataka, India
Job Description
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Senior Wealth Manager Job Overview: We are seeking Relationship Managers to build and maintain trusting relationships with customers, outshine the competition, and uphold our positive company image. Ideal candidates will have excellent communication skills, a strategic mindset, and strong problem-solving abilities. Location:
- Bangalore
- According to market standards.
- Acquire new customers through referrals, events, presentations, and leads.
- Maintain and grow client relationships and AUM via active portfolio management and financial solutions.
- Advise clients on investment needs and risk coverage.
- Stay updated on financial and market trends, engaging clients on market developments.
- Experience in handling wealth products is a must.
- Candidates from distribution are also welcome.
- Problem-solving attitude and excellent communication skills.
- Aptitude for fostering positive relationships and teamwork.
- Customer-oriented mindset.
- Graduation is a must.
- NISM VA & IRDA Certification preferred.
- Full-Time
- Wealth Sector, Banking, Insurance, Distribution
- Day shift
- Morning shift
- total work: 1 year (Preferred)
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Job Detail
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Job IdJD3347061
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationBengaluru, Karnataka, India
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EducationNot mentioned
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ExperienceYear