Wealth Relationship Manager

Company Description

Purnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by 'Vasudhaiva Kutumbakam,' emphasizing treating our clients' investments as our own. We provide personalized, research-backed PMS focused on long-term wealth creation and financial growth, ensuring transparency, trust, and a client-centric approach. For more details, please visit our website www.purnartha.com.

Role Description

This is a full-time, on-site role of Wealth Relationship Manager for Chennai, Coimbatore,Kerala . The Wealth Relationship Manager will be responsible for managing your existing clients and Acquisition of New Clients, providing expert advice and financial planning strategies, and ensuring customer satisfaction with Financial Products limited to Investment Advisory / PMS / AIF only.The role includes conducting regular portfolio reviews, staying updated on market trends, and addressing client queries promptly and effectively.

Qualifications

• Client Relationship Management and Customer Service skills
• Min 3yrs in Similar Role selling PMS / AIF
• Should be managing 50cr or above AUM currently.
• Managing IFA / Channel Partners would be an added advantage.
• Financial Planning, Wealth Management, and Investment Advisory skills
• Strong knowledge of market trends and financial products
• Excellent communication and interpersonal skills
• Ability to work independently and within a team
• Experience in the financial services industry is a plus
• Bachelor's or Master's degree in Finance, Business, Economics, or related field

Skills Required

Financial Products, Wealth Management, Customer Service, Client Relationship Management, Financial Planning, Investment Advisory