Wealth Relationship Manager - Fixed Deposit Sales

This role is for one of the Weekday's clients. You will be a Wealth Relationship Manager with a minimum of 5 years of experience, based in Ahmedabad, Hyderabad, or Delhi, working full-time. Your main responsibility will be to provide dynamic and client-focused financial guidance, particularly in fixed deposit sales. You will leverage your financial expertise and relationship management skills to help clients achieve their financial objectives while contributing to the firm's growth. This position offers a competitive compensation package along with attractive commissions, comprehensive health benefits, and a collaborative work environment. Your key responsibilities will include supporting Investment Counsellors and Business Heads in executing investment strategies and client servicing initiatives. You will build and maintain long-term client relationships by understanding their financial goals, risk appetite, and investment preferences. Conducting financial assessments to evaluate clients" current situations and identifying opportunities for wealth growth through fixed deposits and related products will be essential. Additionally, you will develop personalized financial plans, recommend suitable fixed deposit options, and explore cross-sell and up-sell opportunities across the product suite. Market and product research will be necessary to provide informed recommendations aligned with client objectives and current financial trends. Proactively managing and reviewing client portfolios to ensure alignment with objectives, adjusting as needed based on market dynamics or changing client needs will also be part of your responsibilities. You will provide continuous financial guidance, address client queries, and offer tailored wealth management solutions. Collaborating with internal teams such as tax advisors, legal, and estate planning to deliver comprehensive financial strategies is also expected. Your contribution to the company's financial performance through client acquisition, retention, and product penetration (FDs, mutual funds, etc.) will be crucial. It is essential to stay informed about market movements, economic indicators, and regulatory updates to provide timely and compliant client advisories. To excel in this role, you should have proven experience in fixed deposit sales, wealth management, or financial product distribution. Your ability to cross-sell and up-sell investment products and services will be vital. Excellent interpersonal and communication skills are required to engage and retain clients effectively. You should possess the ability to conduct financial planning and understand diverse client needs. Familiarity with regulatory guidelines related to financial products and advisory services is necessary. A goal-oriented mindset with a commitment to delivering results and ensuring client satisfaction will set you up for success. Key Skills: - Fixed Deposit Sales (FD Sales) - Wealth Management - Client Relationship Management - Cross-Selling - Upselling - Financial Planning - Investment Advisory,