MFA Wealth - Senior Manager - Client Servicing

Happyness Factory is a premier goal-based investing platform and an AMFI-registered Mutual Fund Distributor, based in Mumbai. Guided by our HappyRich philosophy, we help individuals understand the purpose behind their money, identify meaningful life goals and approach investing with greater clarity and discipline.

Our technology platform and human support help investors build financial awareness, make informed choices and stay focused on their long-term goals.

Role: Client Manager

What is in for you?:

- Immense exposure and learning

- Excellent career growth

- Company of highly passionate leaders and mentors

- Positive, encouraging and a Fun-filled environment

Responsibilities:

- Monitor and address HNI clients on Goal based investment.

- Resolution of all queries for all managed clients within specified TAT.

- Collaborating in acquiring and leading client relationships.

- Provide great client experience leading to building and growing existing AUM.

- Life-centered planning and periodic review for clients.

Required Skills:

- Hands-on experience of 7+ years in client management.

- A go-getter, yet a pleasing personality with excellent networking and people skills with respect to both clients and the team.

- Ability to close clients and build excellent rapport with clients, identify, track and close opportunities, possess excellent verbal and written communication, ability to handle diverse set of clients.

- Excellent presentation skills as you will represent us at different events both virtually and personally.

- Tech-savvy and a good understanding of social media platforms.

- Excellent understanding on financial market, financial products including Mutual funds, Insurance, PMS, AIF and others.

Qualification: Graduation + AMFI Certified (VA), would prefer CFP or NISM XA & XB certified.

Experience: A minimum of 4+ Years in any Mutual Fund Industry.

Contact: 9892326667 / 9920260894