
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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About Univariety
Univariety (https://www.univariety.com">https://www.univariety.com) is India's Leading Career Counselling & College Guidance Platform for K-12 Schools and is a fast growing Ed-tech company which has pioneered the use of technology in education, right from the level of schools.
With Info Edge (India) Private Limited (parent company of Naukri.com) as a key investor, we are a proud addition to the company’s robust portfolio which includes leading companies across Recruitment, Matrimony, Real Estate and Education.
- March 2020: https://inc42.com/buzz/univariety-gets-fresh-funding-from-info-edge-to-scale-up-higher-education-services/">https://inc42.com/buzz/univariety-gets-fresh-funding-from-info-edge-to-scale-up-higher-education-services/
- Dec 2017: https://inc42.com/buzz/info-edge-univariety-edtech-funding/">https://inc42.com/buzz/info-edge-univariety-edtech-funding/
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Univariety’s students are placed in 50 of the top 100 universities of the world and have received over $20 million inscholarships.
Univarietyis always at the forefront of successful partnerships in the education space with UCLA Extension endorsing its flagship 'Global Career Counselor' certification for teachers, psychologists, and career counselors. Read more here: https://www.univariety.com/gcc/">https://www.univariety.com/gcc/
Also, along with Fortune India magazine, we have established a School Certification process called “Future 50 Schools Shaping Success” which has its presence spread across 82 Cities, 654 Schools, 12587 Educators, and 125921 Students. Read more here: http://www.future50schools.com/">www.future50schools.com.
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