We are Hiring for Leading Finance Company

Position - Relationship Manager (Wealth Management)

Qualification - bachelor’s degree in finance, Economics, Business, or a related field.

Exp – Minimum of 1 years of experience in wealth management or financial advisory roles.

Location – Mulund West - Mumbai 

NP – Immediate/15 days

Certifications: Relevant certifications (e.g., CFP, NISM advisory, QPFP) are advantageous.

(Only Male candidate apply)

Responsibilities:

1. Client Onboarding and Handholding:

o Facilitate the smooth onboarding process for new clients.

o Provide personalized guidance to clients during their initial interactions with the firm.

o Ensure clients understand the services offered and their investment options.

o Write Down Minutes of Meeting, Execution and planning in Excel work sheet.

2. Relationship Building:

o Cultivate strong relationships with existing clients.

o Regularly engage with clients to understand their financial goals, risk tolerance, and investment preferences.

o Act as a trusted advisor, addressing any concerns or queries promptly.

3. Existing Engagement Management:

o Proactively manage existing client portfolios.

o Regularly review investment performance and provide updates to clients.

o Address any issues related to account maintenance, transactions, or documentation.

4. Analysis and Recommendations:

o Analyse clients’ existing engagements and financial situations.

o Evaluate their investment portfolios in terms of risk, diversification, and alignment with their goals.

o Make personalized recommendations for optimizing their wealth management strategies.

5. Service Upgrades and Cross-Selling:

o Identify opportunities to enhance clients’ financial well-being.

o Propose upgrades to existing services, such as portfolio diversification, tax planning, or estate planning.

Cross-sell additional services that align with clients’ needs, such as insurance, retirement planning, or wealth preservation

• Skills:

o Excellent interpersonal and communication skills.

o Strong analytical abilities.

o Proficiency in financial software and tools.

o Client-centric mindset.

o Ability to work collaboratively with other team members.