Wealth Manager/Relationship Manager - Mutual Funds

Wealth Manager/Relationship Manager- Mutual Funds

Job Title: Wealth Manager/ Relationship Manager -Mutual Funds

Education : Graduate/ MBA/ CA/ CFA

Experience : 1 - 6 yrs of experience in the wealth segment and a detailed knowledge about selling of Mutual Funds & PMS (Portfolio Management Services) & AIF (Alternate Investment Funds)

Location: Hyderabad,Mumbai, Bangalore

Preferences : Local Candidates with relevant Experience and good Communication Skills, However can look at relocated candidates

Key Responsibilities:

- You get pre-scheduled video meetings with potential clients (portfolio size of - 50L & above)

- Shall get Calls booked by clients themselves via Company's app every month

- Interact and convert these high-intent inbound leads

- Showcase Company's portfolio management approach

- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs

- Ensure that KYC/AML and other compliance norms are strictly adhered to

- Apply strong analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources

- Provide exceptional client experience

What we expect:

- Minimum 2 years of sales experience in financial services like investing fintechs, AMCs etc

- Excellent communication skills

- Deep knowledge of either mutual funds or stocks or PMS

- Ability to explain complex investment methodology to clients in simple terms

- High ownership and strong stakeholder management skills (both internal and external)

Certifications Required: NISM Mutual Funds & PMS Distributors certificates (required before joining)