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Ortus Global - Wealth Relationship Manager
Ortus GlobalMumbai, India6 days ago
Job descriptionGraduate / Postgraduate / MBA in Finance, Marketing, or related field. 3-8 years of experience in wealth management, investment advisory, or private banking. Strong knowledge of financial products, markets, and regulations. Excellent communication, relationship management, and networking skills. Proven ability to manage affluent / HNI clients. Certifications such as NISM (Mutual Funds, Equity Derivatives) preferred. Currently experienced in the same field
About :
- Manage and grow a portfolio of affluent / HNI clients.
- Provide personalized wealth management and investment advisory services.
- Identify cross-sell and up-sell opportunities across investment products (mutual funds, PMS, equities, bonds, insurance, etc.).
- Ensure client satisfaction through regular engagement, portfolio reviews, and proactive communication.
- Acquire new clients through referrals, networking, and business development activities.
- Stay updated with financial markets, products, and regulatory guidelines to provide accurate advisory.
- Achieve revenue, AUM (Assets Under Management), and client acquisition targets.
Desired Candidate Profile :
(ref : iimjobs.com)
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Relationship Manager • Mumbai, India
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