Wealth Manager

4 weeks ago

Mumbai, Maharashtra, India Moneyfrog Financial Services Pvt. Ltd. Full time

Job Description: Relationship Manager - Wealth

  • Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.

Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.

Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds.

Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module.

Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations.

Key Responsibilities:

  • Build and maintain strong relationships with HNI clients.
  • Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
  • Conduct regular portfolio reviews and risk assessments.
  • Identify and onboard new clients to expand the business portfolio.
  • Offer customized investment and financial planning solutions.
  • Stay updated on market trends, financial products, and regulatory changes.

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