Job Description: Relationship Manager - Wealth Experience: Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module. Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations. Key Responsibilities: Build and maintain strong relationships with HNI clients. Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products. Conduct regular portfolio reviews and risk assessments. Identify and onboard new clients to expand the business portfolio. Offer customized investment and financial planning solutions. Stay updated on market trends, financial products, and regulatory changes.
The job is located in Mumbai. As a part of this role, you will be expected to meet monthly goals and targets based on the Key Result Areas (KRA) defined for the position. You will be responsible for developing new and nurturing existing relationships with clients. It is essential to maintain a good level of knowledge about the company's systems and the regulatory environment. Your focus will be on business development across assets and fees to sustain and achieve growth in relationship value and revenues. The ideal candidate should have a minimum of 2 years of experience in investments, particularly in mutual funds or equity, with banks or brokers. A Master of Business Administration (MBA) degree or Certified Financial Planner (CFP) certification is required for this role. Freshers with a strong understanding of investment products such as Mutual Funds and Equity are also welcome to apply. The maximum age limit for this position is 30 years. The compensation package includes a Salary along with Monthly Incentives and Employee Stock Ownership Plans (ESOPs). To apply for this position, please send your CV to the following email address: Email: hr@moneyfrog.in Contact: +91 9004675553,