Lead Client Portfolio Manager

Job Title : Sr. Relationship Manager - Wealth Management & Mutual Funds

Location : Noida

Department : Wealth Management & Mutual Funds

Experience : 3-8 years

Role Overview

As a Sr. Relationship Manager - Wealth Management & Mutual Funds , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients’ goals, and offer holistic wealth solutions through deep engagement and financial planning.

Key Responsibilities

• Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies.
• Understand clients’ financial goals, risk profiles, life aspirations , and design investment solutions accordingly.
• Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios.
• Present detailed investment performance reports , summaries, and financial projections to clients.
• Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans.
• Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs , and other financial instruments.
• Guide clients through market cycles and help them avoid common behavioral investing pitfalls.
• Ensure a high share of wallet from each client by delivering outstanding service and trust.
• Acquire new clients through referrals , personal networks, and targeted lead-generation activities.
• Act as the Voice of the Client , collaborating with internal teams to improve client satisfaction and product offerings.

Candidate Profile

Educational Qualifications

Certifications

Experience

Skills & Attributes