PURNARTHA INVESTMENT ADVISORS PVT LTD

A wealth Relationship Manager (RM) candidate typically needs strong financial knowledge, relationship-building skills, and experience in the wealth management industry, especially with high-net-worth (HNI) clients. They should possess skills in portfolio management, financial planning, and client acquisition, while also being adept at developing and maintaining client relationships. Key Qualifications and Skills: Financial Expertise: A deep understanding of investment products (stocks, bonds, mutual funds, etc.), market trends, and financial planning principles is essential. Client Relationship Management: Building and maintaining strong relationships with HNI clients, understanding their financial goals, and providing tailored solutions are crucial. Sales and Business Development: Wealth RM candidates should be able to acquire new clients, generate revenue, and grow the client base. Communication and Interpersonal Skills: Effective communication, both written and verbal, is vital for interacting with clients and presenting complex financial information in an understandable manner. Analytical and Problem-Solving Skills: Wealth RMs need to analyze client needs, assess risk, and develop appropriate investment strategies. Product Knowledge: Familiarity with a range of financial products, including those offered by the employer, is important. Educational Background: A bachelor's degree in finance, business, or a related field is often a minimum requirement, and advanced degrees or certifications (like CFP) may be advantageous. Experience: Relevant experience in wealth management, financial advisory, or related fields is generally expected. Responsibilities of a Wealth RM: Developing and managing relationships with HNI clients. Providing investment advice and portfolio management services. Identifying and capitalizing on new business opportunities. Ensuring client satisfaction and retention. Meeting sales targets and revenue goals. Staying updated on market trends and financial products. Job Types: Full-time, Permanent Pay: ₹1,200,000.00 - ₹2,500,000.00 per year Benefits: Cell phone reimbursement Commuter assistance Flexible schedule Food provided Health insurance Leave encashment Life insurance Paid sick time Paid time off Provident Fund Work from home Education: Bachelor's (Preferred) Experience: Wealth management: 5 years (Preferred) Location: Lower Parel, Mumbai, Maharashtra (Preferred) Work Location: In person