EldersWealth Careers 2024 | Wealth/Relationship Manager

Karthik Ps
Published on July 25, 2024
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About EldersWealth Careers 2024

EldersWealth founded by senior industry professionals with a cumulative work experience of 70 years is one of its kind wealth management & service firms offering financial & investment management solutions exclusively for the golden years of your life.

EldersWealth Careers 2024 Details

Company NameEldersWealth
Job RoleWealth/Relationship Manager
Job TypeFull Time
Job LocationBangalore
EducationAny Graduate
Career Level0 – 2 Years
Salary6 – 9 Lakhs
Company Websitewww.elderswealth.com

Job Description For EldersWealth Careers 2024

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 Sector / Banking / Insurance / Distribution

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

EldersWealth Careers 2024 Application Process

  • Eligible candidates are advised to open online Apply Link ( Link given bellow).
  • This link will open on new tab on your browser
  • Read carefully above job description and double click to apply online
  • Fill all your academic qualification, skill experience and other mandatory details.
  • Upload your resume.
  • Check the details before submitting.
  • If you are shortlisted, details will be shared through e-mail or phone call
  • interview and Venue details also will be shared to shortlisted candidates through e-mail.
  • Note : Apply the job before link Expires

DOUBLE CLICK TO APPLY ONLINE !

We wish you the best of luck in your EldersWealth Careers 2024. May your talents shine, and may you find the perfect opportunity that not only meets your professional goals but also brings joy to your everyday work.

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