11 Oct
Feufo
Bengaluru
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>> We are looking for Senior Wealth Managers tobuild and preserve trusting relationships with our customers.We’ll rely on you to find ways to outperform ourcompetition and maintain our company’s positiveimage.
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>> To succeed in this role you should be anexcellent communicator with the ability to build rapport withcustomers. We expect you to be a strategic thinker with ananalytical mind and strong problemsolving skills.
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>> Preferred candidates from : Wealth Sector / Banking /Insurance / Distribution
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>> Job Location:Bangalore
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>> CTC: According to marketstandards.
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>> ROLES &RESPONSIBILITIES;:
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>> · Acquiring newcustomers through referrals organizing events &presentations; and leads
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>> · Maintainingexisting client relationships and growing AUM through activeportfolio management asset allocation and financial / retirementsolutions
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>> · Advising clients on theirinvestment needs and risk coverage
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>> ·Keep abreast of the current financial and market trends andcontinuously engage with clients on market developments
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>> Requirements
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>> · Experience in handling wealth products is amust
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>> · Candidates from distributiontoo can apply
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>> · Problemsolvingattitude
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>> · Excellent communicationskills
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>> · Aptitude for fosteringpositive relationships
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>> · Teamwork andleadership skills
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>> · Customerorientedmindset
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>> · Graduation is amust
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>> · NISM VA & IRDACertification preferred
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>> · Preferablyfrom Bangalore