Wealth Manager

About the role

Job Title: Wealth Manager Company: WealthVault Research & Analytics Pvt. Ltd. Department: Sales & Client Relationships Job Overview: We are looking for a motivated and experienced Relationship Manager to manage existing client relationships, acquire new clients and achieve business targets through suitable financial product distribution and excellent client service. Key Responsibilities: - Manage existing clients and build long-term relationships. - Acquire new clients through references, networking, seminars and lead generation. - Achieve monthly AUM and upfront revenue targets. - Understand client financial goals, requirements and risk profiles. - Recommend suitable investment products based on client needs. - Handle mutual fund and other financial product-related discussions. - Coordinate client onboarding, KYC and documentation. - Conduct regular client meetings and portfolio reviews. - Identify cross-selling and referral opportunities. - Coordinate with the service team for timely transaction processing. - Maintain client records, lead pipelines and daily business reports. - Participate in business reviews and product training. Requirements: - Postgraduate qualification, preferably MBA/PGDM in Finance. - Experience in wealth management, financial services, banking or investment products. - Knowledge of mutual funds, investments and financial markets. - Strong sales, communication and relationship-management skills. - Ability to achieve business targets and generate new clients. - Good client-handling and negotiation skills. Preferred: CFA certification or relevant finance-related certifications will be an added advantage.

Key Skills