Relationship Wealth Manager

Skillventory

2 - 6 years

2 - 6 Lacs

Siliguri West Bengal India

Posted:9 hours ago| Platform: Foundit logo

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Skills Required

Client Acquisition Portfolio Management Relationship Management Advisory Market Knowledge Mutual Funds investment products

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Wealth Manager

Roles & Responsibilities:

Client Acquisition
: Identify, approach, and acquire
HNI
,
UHNI
, and affluent individuals for mutual fund investments.
Strategic Partnerships
: Build strategic partnerships with
IFA
channels, chartered accountants, and wealth advisors to expand the client base.
Portfolio Management
: Understand client risk profiles and investment objectives to offer customized mutual fund solutions. Conduct periodic reviews and suggest portfolio rebalancing as needed.
Relationship Management
: Maintain strong, long-term client relationships through regular follow-ups and engagement, acting as a trusted advisor and ensuring a superior client experience.
Advisory & Market Knowledge
: Stay updated on market trends, new mutual fund schemes, and regulatory changes. Educate clients on investment opportunities and associated risks.
Reporting & Compliance
: Ensure complete documentation and adherence to all regulatory and internal compliance policies. Provide timely
MIS
and reports to management.

Skills Required:

Proven experience in acquiring and managing high-net-worth clients.
Strong knowledge of mutual funds and investment products.
Ability to understand client risk profiles and provide customized investment solutions.
Excellent relationship management and communication skills.
In-depth understanding of market trends, regulatory changes, and compliance requirements.

QUALIFICATION:

Bachelor's or Master's degree in Finance, Business, or a related field, or relevant certifications in financial planning.

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