Relationship Manager – Wealth
Mumbai – 18/09/2024
Job Title
Relationship Manager – Wealth
Job Location – Mumbai
About PRATHAM SERVICES FINCORP LLP
Choosing trusted and knowledgeable professionals for your wealth management is one of the most important investment decisions you’ll make. Well, we are not just your wealth managers but your well wishers too. We guide you to the path of correct decisions that suit you, your family life, as well as your business. We don’t believe in selling, we believe in educating people about the benefits of taking various monetary decisions that secure your future. With two partners on board, Pratham Services Fincorp LLP has collectively 55 years of experience of insuring your happiness and you can totally trust us for a secured future.
Job Description
Responsibilities:
- Client Onboarding and Hand-Holding:
- Facilitate the smooth onboarding process for new clients.
- Provide personalized guidance to clients during their initial interactions with the firm.
- Ensure clients understand the services offered and their investment options.
- Write Down Minutes of Meeting, Execution and planning in Excel work sheet.
- Relationship Building:
- Cultivate strong relationships with existing clients.
- Regularly engage with clients to understand their financial goals, risk tolerance, and investment preferences.
- Act as a trusted advisor, addressing any concerns or queries promptly.
- Existing Engagement Management:
- Proactively manage existing client portfolios.
- Regularly review investment performance and provide updates to clients.
- Address any issues related to account maintenance, transactions, or documentation.
- Analysis and Recommendations:
- Analyze clients’ existing engagements and financial situations.
- Evaluate their investment portfolios in terms of risk, diversification, and alignment with their goals.
- Make personalized recommendations for optimizing their wealth management strategies.
- Service Upgrades and Cross-Selling:
- Identify opportunities to enhance clients’ financial well-being.
- Propose upgrades to existing services, such as portfolio diversification, tax planning, or estate planning.
- Cross-sell additional services that align with clients’ needs, such as insurance, retirement planning, or wealth preservation.
Qualifications:
- Education: Bachelor’s degree in Finance, Economics, Business, or a related field.
- Experience: Minimum of 1 years of experience in wealth management or financial advisory roles.
- Certifications: Relevant certifications (e.g., CWM, NISM advisory) are advantageous.
- Skills:
- Excellent interpersonal and communication skills.
- Strong analytical abilities.
- Proficiency in financial software and tools.
- Client-centric mindset.
- Ability to work collaboratively with other team members.
Salary
As per Industry Norms
