Relationship Manager - Mutual Funds

Job Description

About the job We are looking for highly motivated and experienced financial advisors to join our team. The ideal candidate will be someone who is passionate about financial planning and has a good understanding of financial markets and investment products. As a Wealth Advisor, you will be responsible for providing personalized financial advice and guidance to clients, developing investment strategies, and providing advisory on client’s overall portfolios. Job Description: To provide advisory services to clients for investments, wealth creation, risk management, retirement planning, etc. To acquire clients for financial planning by self-sourcing, client referrals, organic reach etc. Review and analyze client’s investment portfolios regularly to ensure they are aligned with their financial goals and risk tolerance. Virtual and face-to-face meetings with prospects and existing clients for servicing, building trust and relationship. To establish and maintain strong relationships with clients and thus generate business and references. Stay up to date with the latest financial market trends and investment products and provide clients with informed recommendations. Key Requirements: Excellent communication and interpersonal skills with the ability to build strong relationships with clients and colleagues. Should have a good knowledge of equity & debt market and various financial products. Strong ability to manage multiple clients and various products with target accomplishments. Desire to learn, explore and grow in the finance domain. Qualification: Post Graduate / CFP with relevant industry experience NISM series V-A will be added advantage Experience: Minimum 3 - 4 Years of work experience in client-facing roles Show more Show less