Junior / Senior Relationship Manager - (Wealth Management & Mutual Funds)

18 hours ago

Noida Mumbai Pune, India Mepa2z Llp Full time

Job Description Job Title: Sr. Relationship Manager - Wealth Management Location: Pune Department: Wealth Management Experience: 3-8 years Role Overview As a Sr. Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities - Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. - Understand clients financial goals, risk profiles, life aspirations, and design investment solutions accordingly. - Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios. - Present detailed investment performance reports, summaries, and financial projections to clients. - Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans. - Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs, and other financial instruments. - Guide clients through market cycles and help them avoid common behavioral investing pitfalls. - Ensure a high share of wallet from each client by delivering outstanding service and trust. - Acquire new clients through referrals, personal networks, and targeted lead-generation activities. - Act as the Voice of the Client, collaborating with internal teams to improve client satisfaction and product offerings. Candidate Profile Educational Qualifications - Postgraduate degree in Finance, Business Administration, Economics, or a related field. Certifications - NISM Series V-A (mandatory must be completed within 60 days of joining if not already held). - CFP (Certified Financial Planner) preferred. Experience - 3 to 8 years of relevant experience in wealth management, financial advisory, or investment consulting. Skills & Attributes - Excellent communication and interpersonal skills. - Strong understanding of personal finance and financial markets. - High ethical standards with a client-first approach. - Empathetic, trustworthy, and solutions-oriented. - Self-driven, organized, and capable of handling a dynamic work environment. - Willingness to travel locally as per client engagement needs. - Strong team player with the ability to collaborate across functions.

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