Relationship Manager - Wealth Management

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