Relationship Manager- Wealth
Job Location
Chembur, Mumbai
About us:-
We are from Moneyfrog Financial Services Pvt Ltd, a leading Wealth-Tech company specializing in wealth management and investment advisory. We are currently looking for MBA, graduates and interns who are eager to build a career in finance, marketing, or wealth management. This is a fantastic opportunity for candidates who want to gain practical industry experience, work with expert mentors, and develop strong financial skills. No prior experience is required—just a keen interest in the finance sector and a willingness to learn.
Job Description: Relationship Manager – Wealth
Experience:
Fresher: Should possess theoretical knowledge of investment products, primarily Mutual Funds and Stock Markets.
Candidates must come prepared to answer fundamental questions on Mutual Funds, Stock Market investments, returns, financial terminologies, and related topics.
Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.
Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.
Education: Bachelor’s degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds.
Regulatory/Other Certifications: Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module, or CWM.
Role Overview: The Relationship Manager – Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations.
Key Responsibilities:
- Build and maintain strong relationships with HNI clients.
- Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
- Conduct regular portfolio reviews and risk assessments.
- Identify and onboard new clients to expand the business portfolio.
- Offer customized investment and financial planning solutions.
- Stay updated on market trends, financial products, and regulatory changes.
CTC:
- As per company standard
