Sr. Wealth Relationship Manager

4 hours ago

Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 8,00,000 - ₹ 24,00,000 per year

Sr. Wealth Relationship Manager :

We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.

5+ years of experience in Wealth Management -RM/Financial Planning/Product

Key Responsibilities:


• Experience in Wealth Management Company/ division


• Client first approach with focus on providing the right solution


• Relationship management experience preferred


• Knowledge of various products and services


• Make financial plan by developing a deep understanding of the Client's financial needs, risk profile, objectives and challenges


• Working with various teams to arrive at a tailormade


• Ability to effectively network


• Acquire new business by leveraging existing and new contacts


• Regularly review Client portfolios and make recommendations in line with the risk profile.


• Provide professional customer service to achieve high customer satisfaction and retention.


• Ensure ongoing self-development


• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets


• Represent the Organization and reflect our values

Qualification & Experience :


• 5+ years of experience in Wealth Management -RM/Financial Planning/Product


• CFP certification or financial planning or similar/related knowledge must


• Strong Communication skills


• Knowledge of Financial Markets & Products


• Excellent Relationship Management skills


• Strong networking skills


• Experience in wealth management of High-Net-Worth Individuals


• Ability to think laterally by blending thoughts & ideas into execution

Interested candidates can send resume on

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