Wealth Manager- Agency

Aditya Birla Sun Life Insurance (ABSLI)

2 - 7 years

6 - 14 Lacs

bengaluru

Posted:1 month ago| Platform:

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Skills Required

sales hni sales ultra hni

Work Mode

Work from Office

Job Type

Full Time

Job Description

Client Relationship Management
: Build and maintain strong relationships with clients to understand their financial goals and risk tolerance
Financial Planning
: Develop comprehensive financial plans tailored to clients' needs, including investment, protection and retirement solutions
Investment Management
: Analyze market trends and identify investment opportunities to help clients grow their wealth while minimizing risks
Compliance and Reporting
: Ensure compliance with financial regulations and prepare detailed financial reports for clients

3+ years of experience as a wealth manager or in financial services, with sound knowledge of financial products (including Insurance)

Excellent interpersonal and communication skills (written and spoken)

Strong analytical and problem-solving skills with a result orientation mindset

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