Wealth Relationship Manager

Company Description

We are among the top few Distributors of mutual funds all over India and rank amongst the top 5 in Delhi. We have been in business since 2006 and offer a wide range of investment products, including Stocks, Insurance, Fixed Deposits, Bonds, and Debentures. Currently, we actively manage 450-475 Crore of AUM in mutual funds and provide services globally to help our clients achieve their financial goals.

Role Description

This is a full-time, on-site role as a Wealth Relationship Manager located in Rohini. As a Wealth Relationship Manager, your main responsibility will be to build and maintain relationships with clients, understand their financial goals, and provide them with suitable investment solutions. You will work closely with clients to assess their risk tolerance, develop personalized investment plans, and provide ongoing support and guidance. Your role will also involve staying updated on market trends and investment opportunities to ensure the best outcomes for our clients. Experience of Mutual Funds Sales is a must have skill.

Qualifications

• Prior experience in Mutual Fund Sales is a must
• Prior experience in wealth management or financial advisory
• Strong knowledge of various investment products and services
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Sound understanding of financial markets and investment strategies
• Certifications such as AMFI, NISM, or CFP would be a plus
• Bachelor's degree in Finance, Business, or a related field
• Proven track record of achieving sales targets and client satisfaction
• Ability to work independently and as part of a team