Chat

iimjobs

jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
05/09 Kundan Kumar
Account Manager at Finocircle Capital Solutions

Views:174 Applications:42 Rec. Actions:Recruiter Actions:32

Senior Relationship Manager - BFSI (5-8 yrs)

Bangalore/Pune/Chandigarh/Andhra Pradesh/Ahmedabad/Nasik/Nagpur/Thane/Mysore/Raipur/Aurangabad/Bhopa Job Code: 1150048

We are searching for a wealth manager who will be in charge of providing clients with financial services and guidance to help them with their financial endeavours.

- Relationship management, assisting clients with account information, and giving recommendations on financial investments are all duties of wealth managers.

- You need to be confident, be able to communicate difficult material, and have strong sales and negotiating abilities to succeed as a wealth manager. In the end, a top-notch wealth manager needs to be well-versed in wealth management, have effective communication skills, and be aware of customer relations strategies.

Responsibilities of a wealth manager:

- Dealing with HNI and ultra HNI clients

- Giving clients financial product and service recommendations.

- Purchasing and selling stock on the client's behalf.

- Taking care of investments

- Offering planning assistance.

- Offering tax planning assistance.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights
  • Follow-up
Something suspicious? Report this job posting.