Sr. Wealth Relationship Manager -(5+ years of experience in Wealth Management / Financial Planning / CA - Mumbai - Nariman Point

Sr. Wealth Relationship Manager :

We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.

5+ years of experience in Wealth Management -RM / Financial Planning / Product

Key Responsibilities :

• Experience in Wealth Management Company / division
• Client first approach with focus on providing the right solution
• Relationship management experience preferred
• Knowledge of various products and services
• Make financial plan by developing a deep understanding of the Client’s financial needs, risk profile, objectives and challenges
• Working with various teams to arrive at a tailormade
• Ability to effectively network
• Acquire new business by leveraging existing and new contacts
• Regularly review Client portfolios and make recommendations in line with the risk profile.
• Provide professional customer service to achieve high customer satisfaction and retention.
• Ensure ongoing self-development
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets
• Represent the Organization and reflect our values

Qualification & Experience :

Interested candidates can send resume on