Sr. Wealth Relationship Manager -(8+ years of experience in Wealth Management/Financial Planning/ CA - Mumbai - Nariman Point

Job Description

Sr. Wealth Relationship Manager : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.8+ years of experience in Wealth Management -RM/Financial Planning/Product Key Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right solution• Relationship management experience preferred• Knowledge of various products and services• Make financial plan by developing a deep understanding of the Client’s financial needs, risk profile, objectives and challenges• Working with various teams to arrive at a tailormade• Ability to effectively network• Acquire new business by leveraging existing and new contacts• Regularly review Client portfolios and make recommendations in line with the risk profile.• Provide professional customer service to achieve high customer satisfaction and retention.• Ensure ongoing self-development• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets• Represent the Organization and reflect our values Qualification & Experience : • 8+ years of experience in Wealth Management -RM/Financial Planning/Product• CFP certification or financial planning or similar/related knowledge must• Strong Communication skills• Knowledge of Financial Markets & Products• Excellent Relationship Management skills• Strong networking skills• Experience in wealth management of High-Net-Worth Individuals• Ability to think laterally by blending thoughts & ideas into execution Interested candidates can send resume onanita.kulkarni@talentcorner.in