Job Description

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Senior Wealth Manager

Bangalore Urban, Karnataka, India On-site Full-time

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

solid problem-solving skills.

Preferred candidates from : Wealth Sector / Banking / Insurance / Distribution

Job Location: Bangalore

CTC up to: According to 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

Pay: ₹331,541.73 - ₹1,500,000.00 per year

Application Question(s):

- What is your Expected CTC in LPA? (15)
- What is your notice period in days? (30)

Experience:

- overall: 5 years (Required)
- Wealth Management: 5 years (Required)
- Client Relationship Management: 5 years (Required)
- Sales: 5 years (Required)

Work Location: In person

📌 Senior Wealth Manager (Bengaluru)
🏢 OptimHire
📍 Bengaluru