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Wealthy
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Relationship Manager

Relationship Manager

Wealthy

0 years

0 Lacs

Varanasi Uttar Pradesh India

Posted:2 months ago| Platform:

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Skills Required

technology support research management service finance communication analysis strategies

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description Wealthy is an award-winning app that provides advanced technology, dedicated support, and product research for Mutual Fund Distributors (MFDs). Join 6,000+ MFDs who trust Wealthy to build their AUM and grow clients' wealth faster. Role Description This is a full-time on-site role in Varanasi for a Relationship Manager at Wealthy. The Relationship Manager will be responsible for managing client relationships, providing dedicated support to MFDs, and conducting product research to help clients grow their wealth. Qualifications Client Relationship Management, Customer Service, and Sales skills Experience in the finance or mutual fund industry Strong communication and interpersonal skills Ability to conduct product research and analysis Knowledge of wealth management and investment strategies Bachelor's degree in Finance, Business, Economics, or related field Show more Show less

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Relationship Manager