Senior Wealth Relationship Manager

5 days ago


Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

Job Overview:

Vitasta Consulting Pvt Ltd is 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.

Key Responsibilities:

  • Build and maintain strong, long-lasting 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.
  • 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.

Requirements:

  • MBA in Marketing/Finance with specific modules/certification in wealth management.
  • Should have solely managed and serviced client relationships worth ₹200-300 crores.
  • 8-12 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, bonds, CPs, etc.
  • Strong understanding of financial planning and investment strategies.
  • Ability to work as part of a team.


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