Relationship Manager - Wealth

Designation : Relationship Manager - Wealth

Location : Pune

Reporting to : Area Manager / Regional Head

Required skills and qualifications:

- 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.

- Understanding of financial markets, investment products, and wealth management principles.

- Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.

- Excellent interpersonal skills and the ability to build trust and rapport with clients.

- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.

- Exceptional verbal and written communication skills in explaining complex financial concepts to clients.

- Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Preferred skills and qualifications:

- A master's degree in management, finance, economics, or a related field.

- Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial - Analyst (CFA), or equivalent.

- Familiarity with Indian tax laws, regulations, and financial planning strategies specific to the Indian market.

- Proven track record of achieving sales targets and building a successful client portfolio.

- Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.