Relationship Manager

Year    KA, IN, India

Job Description

JOB TITLE : Relationship Manager

COMPANY :- EldersWealth | Bangalore |Karnataka, India (On-site)

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.

Preferred candidates from : Wealth Management / Banking / Insurance / BFSI Distribution

Job Location: Bangalore

Experience : 3 to 5 years in Sales in Banking & Financial Services

CTC : As per market standards.

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

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

Preferably from Bangalore

Education: MBA - Marketing and Finance

Job Type: Full-time

Pay: ₹800,000.00 - ₹900,000.00 per year

Language:

English (Preferred)
Work Location: In person

Speak with the employer


+91 7483955486

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Job Detail

  • Job Id
    JD4144545
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    KA, IN, India
  • Education
    Not mentioned
  • Experience
    Year