Private Wealth Relationship Manager

2 months ago

Mumbai, India Merito Full time
Job Description

Roles and Responsibilities:

About Client:

 

Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.

 

Roles and Responsibilities:

 

·       Acquire new clients, generate revenue, and maintain relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Corporate Treasuries.

·       Enhance and build on Existing Bank tie-ups.

·       Offer comprehensive wealth management services.

·       Enhance the relationship value of existing customers.

·       Ensure increased wallet share to prevent devaluation of securities.

·       Analyze client portfolios, assess risk appetite, and provide tailored advice on wealth products.

 

Location:

 

Mumbai, Pune, Hyderabad, Bangalore, Delhi, Chennai, Coimbatore, Kerala, Kolkata, Nashik.

 



Requirements

Qualification:

 

·       MBA Finance, CA, CS or with relevant work experience in managing Investment Products. (2 -15 years of experience)

 

·       Proficiency related to wealth products (e.g., Mutual funds, PMS’s, AIF’s, Structured Products, Direct Equities, Offshore investments, Risk protection management solutions).

·       Build and maintain an extensive external network to stay connected with clients.

·       Demonstrate a service-oriented attitude, delivering smooth and superior service.

·       Ability to analyse client data, market trends, and stay updated on current market conditions.

·       Proven track record in sales, particularly in private banking or wealth management sector.

·       Strong interpersonal and communication skills.

·       Relevant financial certifications or qualifications (e.g., CFP, CFA) is a plus.

·       Knowledge of regulatory compliance in the financial services industry.

·       Excellent organizational and time-management skills.



BenefitsFixed + Lucrative Incentives.

Requirements
5+ years of experience in Wealth Management. • Must be graduate and have great command over English & Regional Language. • Should have strong communication and presentation skills. • Excellent Relationship Management skills • Extensive HNI client handling & transaction closure experience. • Strong blend of analytical thinking and operations execution.

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