Recruitment Specialist at Feufo
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Senior Wealth Manager/ Senior Relationship Manager - Bank (3-4 yrs)
Position: Senior Wealth Manager/ Senior Relationship Manager
Experience Required: 3+ years
Location: 28/A, 3rd Main Rd, RMS Colony, AECS Layout, Sanjayanagara, Bengaluru, Karnataka
Budget: 8 - 10 LPA
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 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 / Banking / Insurance / Distribution
DUTIES and 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.
Notice Period: Immediate joiner to max 15 days
Interested person please share your updated resume
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