Company Name – Muthoot Fincorp Limited
Job Title – Senior Relationship Manager - Wealth
Grade – MM3
Designation – Manager
Location – Noida
Reports to –
Span Of Control – NA
Our Brand Purpose
To transform the life of the common man by improving their financial wellbeing
JOB DESCRIPTION
ROLE SUMMARY (PURPOSE) The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services
KEY RESPONSIBILITIES
Business Development and Relationship Management
- Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
- Conduct daily sales calling with the prospective recent clients and identify their needs. Provide and develop solutions and suggest schemes to client’s basis their requirements and goal.
- Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.
- Update and cross – sell products and services to existing clients and update them about the primary and secondary market trends.
- Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL.
- Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
- Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation.
- Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions
Portfolio Management
- Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.
- Evaluate clients' risk tolerance and