Position:Relationship Manager

Reports to:Business Head

Work location : Mumbai, Kolkata & Ahmedabad

Notice period : Immediate or 15days

Role Responsibilities: Client Relationship Management:

- Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.
- Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction.
- Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF .and Services according to Customer Needs.
- Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship.

Financial Planning:

- Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance.
- Develop personalized financial plans and investment strategies to help clients achieve their objectives.

Product Advisory:

- Provide advice on a range of wealth management products and services, including investment portfolios.
- Stay informed about market trends, economic developments, and regulatory changes that may impact clients' portfolios.





Portfolio Management:

- Build and manage investment portfolios based on clients' risk profiles and financial objectives.
- Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks.

Business Development:

- Identify and pursue opportunities to expand the client base through referrals, networking, and other business development activities.
- Collaborate with internal teams to cross-sell other financial products and services.

Compliance and Risk Management:

- Ensure compliance with regulatory requirements and internal policies.
- Assess and manage risks associated with client portfolios and financial plans.

Desired qualifications: Graduate/PostgraduateCertifications Preferred:
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination ..
- Series-XXI-A Portfolio Management Services (PMS)
- NISM Series XIX-A: Alternative Investment Funds
- NISM Series XIX-B: Alternative Investment Funds

Overall experience:3 to5 Years Salary range (per month/year)

Preferred Nationality/Origin:Indian

Interested candidates can send their resumes to [email protected]

Regards,

HR manager

📌 Wealth Manager (Ahmedabad)
🏢 CAPTALENT HR
📍 Ahmedabad