Role - Relationship & Wealth Manager
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.
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 the 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

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Note:
1. Candidates need check the detail and apply for the job online before the Walk-in at "https://zycus.skillate.com/jobs/54408"
Five Reasons Why You Should Join Zycus
- Cloud Product Company: We are a Cloud SaaS Company and our products are created by using the latest technologies like ML and AI. Be a part of the next generation global business process transformation using SAAS - A Disruptive trend in the industry.
- Join the Experts: Zycus has been consistently recognized by Gartner and Forrester as a Leader in Strategic Sourcing and Source-to-Contract Suites. Zycus has been recognized for its 'completeness of vision' and 'ability to execute' in the Gartner Magic Quadrant for Procure-to-Pay Suites, published in October 2021 (https://www.zycus.com/)
- Become a Thought Leader: Play a critical role in taking the business to the next level and champion thought leadership in Cognitive Procurement with our Merlin AI Suite
- Get a Global Exposure: Work with our fortune 500 global customers.
- Advance your career with us: We’re enthusiastic to help our employees learn different aspects of the business, be challenged with new tasks, be mentored, and grow.
About Us
Zycus is a pioneer in Cognitive Procurement software and has been a trusted partner of choice for large global enterprises for two decades. Zycus has been consistently recognized by Gartner, Forrester, and other analysts for its Source to Pay integrated suite. Zycus powers its S2P software with the revolutionary Merlin AI Suite. Merlin AI takes over the tactical tasks and empowers procurement and AP officers to focus on strategic projects; offers data-driven actionable insights for quicker and smarter decisions, and its conversational AI offers a B2C type user experience to the end-users.
Zycus helps enterprises drive real savings, reduce risks, and boost compliance, and its seamless, intuitive, and easy-to-use user interface ensures high adoption and value across the organization.
Start your #CognitiveProcurement journey with us, as you are #MeantforMore
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