Wealth Relationship Manager

Job Description-

Location : Lower Parel

Company Description

At Bimawala Group, we offer a full suite of personalized insurance and investment consultancy to individuals and businesses. Our services are tailored to meet the specific financial goals of our clients, ensuring comprehensive and effective financial planning. Based in Mumbai, we are dedicated to delivering high-quality wealth management solutions.

Role Description :

This is a full-time on-site role for a Wealth Management Relationship Manager located in Mumbai. The Wealth Management Relationship Manager will be responsible for providing financial planning assistance, managing client investments, offering investment advice, and consulting on insurance matters. The role requires the candidate to be proficient in financial markets and wealth management.

• Drive sales of wealth management products such as mutual funds, insurance, portfolio management services etc.
• Tasks include developing personalized financial strategies, building and maintaining customer relationships, monitoring financial markets, and ensuring clients' needs are met with tailored solutions.
• Conduct effective presentations and pitch investment offerings, including equities, mutual funds, bonds, insurance, and other products.
• Maintain a strong sales pipeline and achieve defined acquisition and revenue targets.

Qualifications :

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Skills Required

Financial Planning, Investment Management