Wealth Relationship Manager

1 week ago

Bhavnagar, India Weekday AI Full time

This role is for one of the Weekday s clients Min Experience 5 years Location Ahmedabad Hyderabad Delhi JobType full-time We are seeking a dynamic and client-focused Wealth Relationship Manager with a strong background in fixed deposit sales The ideal candidate will combine financial expertise with relationship management skills to guide clients towards achieving their financial goals while contributing to the firm s overall growth This role includes a competitive compensation package attractive commissions comprehensive health benefits and a collaborative work environment Requirements Key Responsibilities Support Investment Counsellors and Business Heads in executing investment strategies and client servicing initiatives Build and nurture long-term client relationships by understanding individual financial goals risk appetite and investment preferences Conduct financial assessments to evaluate clients current situations and identify opportunities for wealth growth through fixed deposits and related products Develop personalized financial plans and recommend suitable fixed deposit options along with cross-sell and up-sell opportunities across the product suite Conduct market and product research to ensure informed recommendations that align with client goals and current financial trends Proactively manage and review client portfolios to ensure alignment with objectives adjusting as needed based on market dynamics or changing client needs Provide continuous financial guidance addressing client queries and offering tailored wealth management solutions Collaborate with internal teams tax advisors legal estate planning to deliver comprehensive financial strategies Contribute to the company s financial performance through client acquisition retention and product penetration FDs mutual funds etc Stay abreast of market movements economic indicators and regulatory updates to ensure timely and compliant client advisories Required Skills Competencies Proven experience in fixed deposit sales wealth management or financial product distribution Strong ability to cross-sell and up-sell investment products and services Excellent interpersonal and communication skills to engage and retain clients Ability to conduct financial planning and understand diverse client needs Familiarity with regulatory guidelines related to financial products and advisory services Goal-oriented mindset with a commitment to delivering results and client satisfaction Key Skills Fixed Deposit Sales FD Sales Wealth Management Client Relationship Management Cross-Selling Upselling Financial Planning Investment Advisory

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