Relationship Wealth Manager

Mehak Wealth Management Pvt. Ltd.

2 - 7 years

3 - 6 Lacs

kaushambi

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Skills Required

client acquisition client relationship financial services sales sales and business development

Work Mode

Work from Office

Job Type

Full Time

Job Description

. Financial Knowledge & Advisory Skills

Understanding of investment products (mutual funds, bonds, equities, insurance, etc.)
Knowledge of wealth management strategies and portfolio management
Ability to assess client risk appetite and financial goals

2. Client Relationship Management

Building and maintaining long-term relationships with high-net-worth individuals (HNIs)
Client onboarding, engagement, and retention
Ability to handle sensitive client information with confidentiality

3. Sales & Business Development

Prospecting and acquiring new clients
Cross-selling and upselling financial products
Meeting sales targets and revenue goals

4. Communication & Interpersonal Skills

Strong presentation and negotiation abilities
Active listening and understanding client needs
Clear, professional, and persuasive communication

5. Analytical & Problem-Solving Skills

Portfolio analysis and performance tracking
Market research and competitor analysis
Identifying suitable investment opportunities

6. Regulatory & Compliance Awareness

Knowledge of SEBI, RBI, and other financial regulations
Adherence to KYC norms and compliance guidelines

7. Tech & Data Skills

Proficiency in CRM tools, MS Excel, and financial planning software
Data-driven decision-making and reporting

More Jobs at Mehak Wealth Management Pvt. Ltd.

Business Acquisition Specialist

Kaushambi

1.0 - 6.0 yrs

INR 2 - 5 Lacs

Relationship Wealth Manager

kaushambi

2.0 - 7.0 yrs

INR 3 - 6 Lacs

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