Relationship Manager

4 weeks ago


mumbai, India Vitasta Consulting Pvt Ltd Full time

Job Description:

We are seeking an experienced Wealth Relationship Manager to join our team. The ideal candidate should possess a strong understanding of financial markets excellent communication skills and a proven track record of managing client relationships in the wealth management industry.
Must have experience handling UHNI /HNI clients with ticket size exceeding 5 crores.

Responsibilities:

  • Build and maintain strong longlasting client relationships
  • Understand clients financial goals and objectives and provide suitable investment advice
  • Recommend investment products such as mutual funds PMS and debt funds based on clients needs and as guided by the team
  • Monitor clients portfolios and provide regular updates on performance
  • Conduct financial reviews and prepare investment proposals for clients
  • Stay updated on market trends and regulatory changes affecting wealth management products
  • Collaborate with internal teams to ensure seamless service delivery to clients
  • Meet individual and team targets for business growth and client acquisition
  • Prepare Internal management reporting in collaboration with team.

Requirements:

  • MBA in Marketing or Finance will be preferred.
  • 48 years of experience as a Wealth Relationship Manager or similar role in the financial services industry
  • Proven expertise in mutual funds PMS and debt funds and other investment products
  • Strong understanding of financial planning and investment strategies
  • Ability to work independently and as part of a team
  • Should have handled client relationship of at least 150crores or above on an individual basis.

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