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Skillventory
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Relationship Wealth Manager

Relationship Wealth Manager

Skillventory

2 - 6 years

10 - 15 Lacs

Siliguri

Posted:4 hours ago| Platform:

Apply

Skills Required

Wealth Management HNI Portfolio Management Mutual Funds Ultra Hni HNI Client Handling Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities

Client Acquisition
:

Identify, approach, and acquire HNI, UHNI, and affluent individuals for mutual fund investments.
Build strategic partnerships with IFA channels, chartered accountants, and wealth advisors.

Portfolio Management
:

Understand client risk profiles, investment objectives, and offer customized mutual fund solutions.
Conduct periodic reviews and suggest portfolio rebalancing as needed.

Relationship Management
:

Maintain strong, long-term client relationships through regular follow-ups and engagement.
Act as a trusted advisor and ensure superior client experience at all touchpoints.

Product Knowledge and Advisory
:

Stay updated on market trends, new mutual fund schemes, and regulatory changes.
Educate clients on investment opportunities and risks.

Reporting & Compliance
:

Ensure complete documentation and adherence to all regulatory and internal compliance policies.
Provide timely MIS and reports to the management.

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