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Moneyfrog Financial Services
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Senior Wealth Relationship Manager

Senior Wealth Relationship Manager

Moneyfrog Financial Services

3 - 5 years

|

0 Lacs

mumbai suburban navi mumbai mumbai (all areas)

Posted:2 weeks ago| Platform:

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Skills Required

mutual funds financial advisory hni client handling nism aif hni portfolio management irda mutual funds sales ultra cfp structured products wealth management hni sales ultra hni equity advisory pms mf investment advisory equity sales amfi certified investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Experienced (Minimum 3 years):
Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.

Education:

Build and maintain strong relationships with HNI clients.
Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
Conduct regular portfolio reviews and risk assessments.
Identify and onboard new clients to expand the business portfolio.
Offer customized investment and financial planning solutions.
Stay updated on market trends, financial products, and regulatory changes.

More Jobs at Moneyfrog Financial Services

Senior Wealth Relationship Manager

mumbai suburban, navi mumbai, mumbai (all areas)

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Moneyfrog Financial Services

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