- Acquiringnew customers through referrals organizing events &presentations and leads
- Maintaining existingclient relationships and growing AUM through active portfoliomanagement asset allocation and financial / retirementsolutions
- Advising clients on their investmentneeds and risk coverage
- Keep abreast of thecurrent financial and market trends and continuously engage withclients on market developments
- Work into andinto sales of mutual funds insurance retirement benefits financialplanning portfolio management suggest clients aboutinsurance
- Experiencein handling wealth products is amust
- Candidates from distribution too canapply
- Problemsolvingattitude
- Excellent communicationskills
- Aptitude for fostering positiverelationships
- Teamwork and leadershipskills
- NISMIRDA certificationpreferred.
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Senior Wealth Manager - Sany, India - Feufo Inc
Description
JobDescription:ROLEEXPECTATIONS:We are looking for RelationshipManagers to build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in this role you should bean excellent communicator with the ability to build rapport withcustomers. We expect you to be a strategic thinker with ananalytical mind and strong problemsolvingskills.
Weare looking for candidate who have worked financial products likein mutual funds insurance retirement benefits and financialplanning. who can deal with finances portfolio managementsuggesting clients about insurancePreferredcandidates from: Wealth Sector / Banking / Insurance /Distribution
DUTIESandRESPONSIBILITIES
Requirements
Candidateshould be able to speak the nativelanguage.
NoticePeriod: Immediate joiner to max 15days
relationship management,insurance,bankingrelationships,retirement benefits,financial products,financialplanning,wealth,communication skills,sales,assetallocation,problem-solving,mutual funds,leadership skills,markettrends,wealth management services,portfoliomanagement
