Strategic Client Relationship Manager

4 weeks ago


Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

Job Title: Relationship Manager

We are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. 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 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 the team

Requirements:

  • MBA in Marketing or Finance will be preferred
  • At least 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 relationships of at least 150 crores or above on an individual basis


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