Strategic Client Relationship Manager
4 weeks ago
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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