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 : 11 to 15 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 Types: Full-time, Permanent
Pay: ?225,081.52 - ?1,500,000.00 per year
Application Question(s):
How many years of overall experience do you currently have?
Do you have AMFI, IRDA & NISM V certifications ?
What is your Expected CTC in LPA?
What is your notice period in days?
Have you completed the Mater of Business Administration in Marketing and Finance?
Experience:
Sales: 10 years (Required)
Wealth Management: 10 years (Required)
Work Location: In person
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