Must Have (Skills/Exposures/Certifications) ● Strong understanding of mutual funds and financial markets. ● Ability to understand client financial goals, risk tolerance, investment horizon, and preferences. ● Excellent communication skills with the ability to simplify complex financial concepts. ● Strong customer orientation and relationship-building skills. ● Proficiency in English. What You'll Own ● Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences. ● Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards. ● Provide clear and easy-to-understand guidance on investment concepts and strategies. ● Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances. ● Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines. ● Build and maintain strong, long-term relationships with clients. ● Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development.

What You'll Bring ● Good understanding of mutual funds, financial markets,



and investment instruments. ● Robust ability to communicate financial concepts in a easy and client-friendly manner. ● Excellent verbal and written communication skills in English. ● Strong customer-centric approach with the ability to understand and address client requirements. ● Ability to build and maintain strong client and business relationships. ● Ability to understand client requirements and provide appropriate investment guidance. ● Strong willingness to continuously learn and stay updated on financial products and investment strategies.

Is This

You? ● Bachelor's degree with 0–8 years of experience in investment advisory, wealth management, mutual funds, financial services, or a related area. ● Someone who enjoys interacting with customers and helping them make informed investment decisions. ● Strong interest and understanding of mutual funds and financial markets. ● Able to explain complex investment concepts in a simple and understandable manner. ● Customer-oriented professional with strong relationship-management skills. ● Comfortable communicating with clients in English and building long-term relationships.

📌 Virtual Relationship Manager - Wealth (Bengaluru)
🏢 Wealth India Financial Services
📍 Bengaluru