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Relationship & Wealth Manager
Leading Investment Services Company
Relationship & Wealth Manager
Leading Investment Services Company's logo

Relationship & Wealth Manager

at Leading Investment Services Company

Agency job
via Merito
2 - 18 yrs
₹15L - ₹35L / yr
Mumbai, Pune, Bengaluru (Bangalore), Delhi, Nagpur, Coimbatore
Skills
Wealth management
Relationship Management
Asset management

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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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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Shubham Vishwakarma

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