SR Relationship Manager ,Portfolio Manager, Wealth Manager

Company Description

Shriram Life Insurance Company is a joint venture between the Shriram Group and the Sanlam Group. The Shriram Group is a well-respected financial services conglomerate in India, offering services in chit fund, truck financing, insurance broking, and life insurance. With a vast customer base and a network of 630 offices nationwide, Shriram Life Insurance is committed to providing financial security and peace of mind to its clients.

Role Description

This is a full-time on-site role for a SR Relationship Manager, Portfolio Manager, Wealth Manager with Relevant Experience at Shriram Life Insurance in Bengaluru. The role involves managing client portfolios, developing and maintaining client relationships, and providing financial advice and solutions to clients based on their needs and goals. And This is a Direct Sales Role.

Qualifications
 Strong financial acumen and expertise in portfolio management
 Excellent relationship management and communication skills
 Proven track record in wealth management and financial planning
 Knowledge of investment products and financial markets
 Ability to analyze and understand clients" financial goals and risk tolerance
 Certifications such as CFP, CFA, or MBA in Finance are a plus
 Prior experience in the insurance or financial services industry
 Bachelor's or Master's degree in Finance, Business, Economics, or related field,