Ortus Global - Wealth Relationship Manager

About:

- Manage and grow a portfolio of affluent/HNI clients.

- Provide personalized wealth management and investment advisory services.

- Identify cross-sell and up-sell opportunities across investment products (mutual funds, PMS, equities, bonds, insurance, etc.).

- Ensure client satisfaction through regular engagement, portfolio reviews, and proactive communication.

- Acquire new clients through referrals, networking, and business development activities.

- Stay updated with financial markets, products, and regulatory guidelines to provide accurate advisory.

- Achieve revenue, AUM (Assets Under Management), and client acquisition targets.

Desired Candidate Profile:

- Graduate/Postgraduate/MBA in Finance, Marketing, or related field.

- 3-8 years of experience in wealth management, investment advisory, or private banking.

- Strong knowledge of financial products, markets, and regulations.

- Excellent communication, relationship management, and networking skills.

- Proven ability to manage affluent/HNI clients.

- Certifications such as NISM (Mutual Funds, Equity Derivatives) preferred.

- Currently experienced in the same field