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Relationship Manager - Wealth Management, Exp: 7-20yrs, Location : Mumbai

Keywords / Skills : Relationship Manager, CFP, mutual funds, Commodities, Wealth Management Services, Asset under Management, HNIs, UHNIs

4 - 9 years
Posted: 2019-07-18

Job Description
Roles and Responsibilities:

• Responsible for cross selling various financial products to the new set of customers and building depth within the existing relationships.

• Offer products and solutions across asset classes - Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few.

• Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segment.

• Formulating strategies for expanding the client base by providing investment advice to the clients.

• Maintaining long-term relationships with existing/new clients for increasing the Asset under Management (AUM) for the company

• New client acquisition - acquiring clients through networking, database, market intelligence or reference from existing clients.

Skills and Qualifications required:


• CFP certification would be a plus

• Minimum 4 years of Sales experience in direct selling of financial products from any financial services/broking industry.

• Should have experience in Investment Banking, Broking firms specifically in Wealth Products

• Candidates having AUM (Asset under Management) of 20cr & above and good connect among HNIs, UHNIs will have advantage.

• Should have good communication & presentation skills.

• Pleasing and positive attitude.

• Should be a self-starter, proactive & target oriented.

We are looking for candidate with 4+ years of experience with mutual funds and wealth management companies.

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kalpana wadkar
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Leadersource Consulting LLP
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