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Wealth Manager

Moneyfrog Financial Services Pvt. Ltd.

3 - 7 years

0 Lacs

maharashtra

Posted:1 day ago| Platform: Shine logo

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Skills Required

investment products mutual funds insurance financial instruments investment strategies portfolio management relationship management mutual funds equities bonds market trends financial products acquiring clients managing clients stock markets investment advice wealth planning financial solutions marketing strategies investment recommendations regulatory changes

Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth Manager (CWM), Certified Financial Planner (CFP), AMFI Mutual Funds certification, or NISM Dealer Module would be advantageous. Your primary responsibilities will include managing and growing a portfolio of High Net Worth Individual (HNI) clients by offering expert investment advice, wealth planning, and personalized financial solutions. You will be required to build and maintain strong relationships with clients, provide advice on various investment products, conduct regular portfolio reviews and risk assessments, onboard new clients, offer customized investment solutions, and stay updated on market trends and regulatory changes. In summary, as a Relationship Manager - Wealth, you will play a crucial role in client acquisition and retention through the delivery of tailored financial solutions and investment advice to HNI clients.,

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Wealth Manager