Relationship Manager Mutual Funds or Insurance

• 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.

• 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.

• 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.

• This role typically operates in a professional office environment with frequent client meetings.
• Some travel may be required for client consultations and industry events.

• 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.

• 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