Wealth Manager

6 days ago

Mumbai, Maharashtra, India Incred Full time ₹ 12,00,000 - ₹ 24,00,000 per year

Job Description

Title: Relationship Manager

Location: Mumbai

Work Experience: 4+ years of experience

Company Overview

InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products, Value Plus offers an array of options, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked debentures (MLDs), and unlisted equities.

Role Overview

The Relationship Manager position at InCred Value Plus offers an exciting opportunity to play a crucial role in building and maintaining strong relationships with clients. As a Relationship Manager, you will be responsible for cultivating partnerships with Independent Financial Advisors (IFAs) and guiding them through the intricate world of Mutual Fund Distribution (MFD) and other financial products distribution.

Responsibilities

  • Develop and maintain strong relationships with IFAs, ensuring a deep understanding of their investment needs and preferences.

  • Provide comprehensive product knowledge and guidance on InCred Value Plus's portfolio offerings, ensuring IFAs are well-equipped to make informed decisions for their clients.

  • Conduct regular training sessions and seminars for IFAs to enhance their understanding of market trends and investment strategies.

  • Collaborate with IFAs to identify new business opportunities and cross-sell additional financial products.

  • Monitor and track the performance of InCred Value Plus's financial products, providing valuable insights to IFAs to help them optimise their investment portfolios.

  • Act as the primary point of contact for IFAs, handling any queries or concerns they may have.

  • Stay updated with the latest industry trends and regulations related to investment products, ensuring compliance requirements are met.

  • Provide excellent customer service to IFAs and their clients, ensuring a positive experience throughout their investment journey.

  • Collaborate with the marketing, sales, and product development teams to develop and execute strategies to drive business growth.

Qualifications

  • Bachelor's degree in finance, business, or a related field.

  • Proven experience in a similar role in financial services, preferably with experience managing relationships with IFAs/ Franchisee.

  • In-depth knowledge of mutual funds, PMS, AIF, listed and unlisted bonds, MLDs, and

unlisted equities.

  • Excellent communication and interpersonal skills, with the ability to build rapport and credibility with stakeholders.

  • Strong analytical and problem-solving skills, with the ability to analyse market trends and make data-driven decisions.

  • Proficient in Microsoft Office Suite and comfortable working with CRM software.

  • Ability to work independently and as part of a team.

  • Demonstrated passion for financial services and a commitment to delivering exceptional results.

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