Wealth Relationship Manager - Financial Services Industry

Job Description:

We are seeking an experienced Wealth Relationship Manager to join our team. 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. Must have experience handling UHNI/HNI clients with ticket size exceeding 5 crores.

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, insurance, and debt funds based on clients needs.

- 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.

- Experience in Team handling for at least 4-5 years.

Requirements:

- MBA in Marketing or Finance will be preferred.

- 6-12 years of experience as a Wealth Relationship Manager or similar role in the financial services industry.

- Proven expertise in mutual funds, PMS, insurance, and debt funds.

- Strong understanding of financial planning and investment strategies.

- Ability to work as part of the team.