Job Description

Sr. Wealth Relationship Manager : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager. 8+ years of experience in Wealth Management -RM/Financial Planning/Product Key Responsibilities: • Experience in Wealth Management Company/ division • Client first approach with focus on providing the right solution • Relationship management experience preferred • Knowledge of various products and services • Make financial plan by developing a deep understanding of the Client’s financial needs, risk profile, objectives and challenges • Working with various teams to arrive at a tailormade • Ability to effectively network • Acquire new business by leveraging existing and new contacts • Regularly review Client portfolios and make recommendations in line with the risk profile. • Provide professional customer service to achieve high customer satisfaction and retention. • Ensure ongoing self-development • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets • Represent the Organization and reflect our values Qualification & Experience : • 8+ years of experience in Wealth Management -RM/Financial Planning/Product • CFP certification or financial planning or similar/related knowledge must • Strong Communication skills • Knowledge of Financial Markets & Products • Excellent Relationship Management skills • Strong networking skills • Experience in wealth management of High-Net-Worth Individuals • Ability to think laterally by blending thoughts & ideas into execution Interested candidates can send resume on anita.kulkarni@talentcorner.in Show more Show less