Wealth Manager

Job Summary:

We are seeking a proactive and client-focused Wealth Manager/Relationship Executive to drive mutual fund sales and deepen customer engagement. The role involves managing a portfolio of retail/HNI/institutional clients, providing investment solutions, and growing assets under management (AUM) through relationship-building and advisory.

Responsibilities:

1. Develop and maintain strong relationships with clients (Retail/HNI/Institutional)
2. Act as a one-point contact for mutual fund investment queries and portfolio reviews.
3. Achieve sales and revenue targets by promoting mutual fund schemes.
4. Onboard new clients and increase wallet share from existing clients.
5. Cross-sell mutual funds and other wealth products (if applicable).
6. Understand client financial goals and risk profiles to suggest suitable mutual fund products.
7. Conduct regular portfolio reviews and re-balancing.
8. Ensure KYC and documentation compliance.
9. Adhere to all regulatory and internal compliance standards.

10. Stay updated with mutual fund products, NAVs, markets, and economic trends.

11.Share insights and reports with clients to support their investment decisions.

Key Skills and Competencies:

1. Strong knowledge of mutual fund products, markets, and investment strategies.
2. Excellent communication and interpersonal skills.
3. Ability to build trust and long-term relationships.
4. Target-oriented and self-driven.
5. Sound understanding of financial planning and asset allocation.

Qualifications:

·  Graduate in Finance / Commerce /B.com (MBA/PG in Finance preferred).

Mandatory

·  6 Months- 1 years of experience in mutual fund sales or investment advisory.

Job location:

Working days:

Shift time:

Experience needed:

hr@opicle.org