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08/07 Aswini Moorthy
Talent Acquisition at Mintskill HR Solutions LLP

Views:38 Applications:12 Rec. Actions:Recruiter Actions:11

Senior Wealth Manager - Bank (3-10 yrs)

Mumbai/Navi Mumbai Job Code: 281749

Hiring for a Financial Services Company.

This will be a remote working, field job to acquire, and Service HNI clients.(Work From Home)

Office location is REMOTE. (local Mumbai candidates Prefered)

CTC upto 10 LPA

JOB DESCRIPTION

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.

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 (2-3 years)

- 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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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