Designation Wealth Relationship Manager/ Associate Director
Qualification MBA Finance/ CA/ CFP
Experience 4 to 10 years
CTC 4 Lacs to 16 Lacs
Sales and distribution of financial products like mutual funds/portfolio management services / structured products / private equity products / corporate fixed deposits and bonds & debentures.
Sales and distribution of life and non-life insurance products across all insurance companies in India
Offer advisory on primary and secondary real estate opportunities and mortgage products.
Responsible for new client acquisition and managing the overall client relationship.
Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans.
Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
Prepare and interpret client’s information such as investment performance reports, financial document summaries, and income projections.
Answer clients' questions about the purposes and details of financial plans and strategies.
Deep understanding of the financial products – mutual funds, bonds, corporate fixed deposits, life and non-life insurance, real estate, and mortgages.
Conduct seminars and workshops on financial planning topics.
CA/ CFP/ MBA with 6-12+ years’ experience in the financial services industry.
Very strong sales and people skills with an ability to handle large client portfolios.
A deep understanding of the financial advisory business process
Proven people, business and project leadership & negotiation experience
Possesses strong knowledge of process development and management, a strong sense of personal accountability, problem-solving, and creativity, and excellent communication, relationship and organizational skills.