AddressWealth Manager/Relationship Manager- Mutual Funds
Job Title: Wealth Manager/ Relationship Manager -Mutual Funds
Education : Graduate/ MBA/ CA/ CFA
Experience : 1 - 6 yrs of experience in the wealth segment and a detailed knowledge about selling of Mutual Funds & PMS (Portfolio Management Services) & AIF (Alternate Investment Funds)
Location: Hyderabad,Mumbai, Bangalore
Preferences : Local Candidates with relevant Experience and good Communication Skills, However can look at relocated candidates
Key Responsibilities:
- You get pre-scheduled video meetings with potential clients (portfolio size of - 50L & above)
- Shall get Calls booked by clients themselves via Company's app every month
- Interact and convert these high-intent inbound leads
- Showcase Company's portfolio management approach
- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs
- Ensure that KYC/AML and other compliance norms are strictly adhered to
- Apply strong analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources
- Provide exceptional client experience
What we expect:
- Minimum 2 years of sales experience in financial services like investing fintechs, AMCs etc
- Excellent communication skills
- Deep knowledge of either Mutual Funds or stocks or PMS
- Ability to explain complex investment methodology to clients in simple terms
- High ownership and strong stakeholder management skills (both internal and external)
Certifications Required: NISM Mutual Funds & PMS Distributors certificates (required before joining)
