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. Show more Show less
Marketing Executive – Job Description Company: Moneyfrog Financial Services Location: Chembur About the Role: We are looking for a dynamic Marketing Executive to drive brand awareness, lead generation, and customer engagement for our financial services. The ideal candidate should have a passion for marketing, creativity, and a strategic mindset to execute campaigns effectively. Key Responsibilities: Develop and execute marketing strategies to promote financial services and investment products. Manage digital marketing campaigns, including SEO, SEM, social media, and email marketing. Create engaging content for blogs, social media, newsletters, and promotional materials. Conduct market research to identify industry trends, customer needs, and competitor strategies. Plan and execute Corporate marketing activities, including events, seminars, and partnerships. Analyze marketing performance using analytics tools and optimize campaigns accordingly. Collaborate with designers, content creators, and external agencies to enhance brand presence. Requirements: Bachelor's degree in Marketing, Business, or a related field. Minimum 3 years of experience in marketing, preferably in financial services. Strong knowledge of digital marketing tools (Google Ads, SEO, email marketing, etc.). Excellent communication, creativity, and analytical skills. Ability to manage multiple campaigns. Experience with CRM tools and marketing automation is a plus. Show more Show less
Job Description: Relationship Manager - Wealth Experience: Fresher: Should possess theoretical knowledge of investment products, primarily Mutual Funds and Stock Markets. Candidates must come prepared to answer fundamental questions on Mutual Funds, Stock Market investments, returns, financial terminologies, and related topics. 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.
Job Description: Relationship Manager Wealth/ Business Company Overview: Moneyfrog is a Wealth Technology Firm, catering to the needs of HNI, Affluent & NRI clients in India & Abroad. Moneyfrog has designed and built an innovative & dynamic Wealth-Tech hybrid platform, to offer investment products & solutions, which maximizes returns and offer long lasting solutions. Moneyfrog has evolved out of the prevailing vacuum of managing investors financial well-being & risk. Existing Product-Push & Cross-Sell approach, followed by the Banks & the Financial Brokers, usually leads to wrong product pushed & compromised returns for the customers. Qualifications: Experience: Minimum of 1 year of relevant experience in handling client relationships and client acquisition within the finance/ investment industry. Education: Bachelors/ or masters degree in finance, investments, or a related field. Regulatory Certification: AMFI Mutual Fund Certification or CFP Certification is must. If not, same to be cleared within one month of joining. Key Responsibilities: Develop and manage innovative marketing strategies, to generate high-quality leads and acquire clients. Optimize lead flow processes to enhance conversion rates, facilitating smooth customer onboarding and successful client integration. Leverage acquired clients to build Assets under Management (AUM) and develop tailored financial products to meet their investment needs. Design and implement a robust referral program to expand client base and increase business growth. Skills Required: In-depth understanding of Mutual Funds and Equity Markets is essential for providing informed advice and solutions. Proven experience in managing and maintaining strong client relationships. Demonstrated ability to articulate complex financial concepts clearly and effectively to clients and stakeholders. Why Join Us Growth Opportunities: Be part of a forward-thinking company with ample opportunities for professional development and career advancement. Dynamic Environment: Work in a collaborative and supportive atmosphere where your contributions are valued. Competitive Compensation: Attractive salary package and performance-based incentives. If you are a motivated professional with a passion for finance and a proven track record in business development, we want to hear from you. Apply now and take your career to the next level with Moneyfrog Financial Services Pvt Ltd!,
As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth Manager (CWM), Certified Financial Planner (CFP), AMFI Mutual Funds certification, or NISM Dealer Module would be advantageous. Your primary responsibilities will include managing and growing a portfolio of High Net Worth Individual (HNI) clients by offering expert investment advice, wealth planning, and personalized financial solutions. You will be required to build and maintain strong relationships with clients, provide advice on various investment products, conduct regular portfolio reviews and risk assessments, onboard new clients, offer customized investment solutions, and stay updated on market trends and regulatory changes. In summary, as a Relationship Manager - Wealth, you will play a crucial role in client acquisition and retention through the delivery of tailored financial solutions and investment advice to HNI clients.,