Relationship Manager Mutual Funds or Insurance
Relationship Manager Mutual Funds or Insurance
Posted on :
21-09-2024
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1 Vacancy
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Job Description
Job Role:
The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong longterm relationships with High Net Worth Individuals (HNIs). The role includes acquiring new clients managing their investment portfolios providing highquality customer service and achieving sales targets. This position involves comprehensive financial planning investment advisory and ensuring a seamless client experience with a focus on various financial products such as Mutual Funds Insurance Bonds Alternate Investment Funds (AIF) and Portfolio Management Services (PMS).
Location: Nariman Point Mumbai
Experience : 3 Yrs to 5 Yrs
Qualification Education:
- Bachelor s degree in Finance Economics Business Administration or related field. Advanced degrees (e.g. MBA MS in Finance) preferred.
- Professional certifications such as CFP (Certified Financial Planner) or similar credentials are highly desirable.
Experience:
- Minimum 3 to 5 years of experience in wealth management financial planning or investment advisory roles.
- Proven track record of successfully acquiring and managing portfolios for HNIs and delivering personalized financial solutions.
- Demonstrated success in client acquisition business development and achieving sales targets.
Skills:
- Strong understanding of financial markets investment products and wealth management strategies.
- Excellent analytical quantitative and problemsolving skills.
- Superior interpersonal and communication skills with the ability to build trust and rapport with clients.
- High ethical standards and commitment to maintaining client confidentiality.
- Effective networking and relationshipbuilding abilities.
- Strong sales and negotiation skills.
Working Conditions:
- This role typically operates in a professional office environment with frequent client meetings.
- Some travel may be required for client consultations and industry events.
Performance Metrics:
- Number of new HNI clients acquired.
- Client satisfaction and retention rates.
- Growth of assets under management (AUM).
- Achievement of client financial goals.
- Achievement of sales targets.
- Compliance with regulatory requirements.
Benefits:
- Competitive salary and performancebased incentives.
- Comprehensive benefits package including health insurance life insurance provident funds etc.
- Professional development opportunities and support for continuing education and learning.
wealth management,high net worth individuals,high net worth insurance,finance,hni,insurance,wealth,financial planning,investment
Employment Type
Full Time
Key Skills
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