Digital Wealth Relationship Manager

Prolific Hr Consultants

Bengaluru

On-site

INR 600,000 - 900,000

Full time

14 days+

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Job summary

Prolific Hr Consultants in Bengaluru is seeking an Investment Coach to engage clients, analyze portfolios, and guide them toward suitable investment opportunities. The role requires strong communication in English and Hindi and a background in finance with a deep understanding of mutual funds.

Candidate should have 13+ years in sales within financial services and a mandatory NISM Series V-A certification. Office-based role with standard hours and a focus on long-term client relationships.

Qualifications

Bachelor's degree in Finance, Commerce, or a relevant discipline.
NISM Series V-A: Mutual Fund Distributors Certification is mandatory; certification within required timeline may be needed.

Responsibilities

Make 250+ dialed calls per day to generate leads and drive investment conversations.
Achieve ~3 hours of talk time daily to understand client requirements and discuss investment opportunities.
Drive monthly and quarterly targets through proactive client outreach and conversion of prospects.
Identify opportunities to generate additional investments from existing clients based on their financial needs.

Skills

Communication (Eng+Hin)

Investment fundamentals

Education

Bachelor's degree in Finance/Commerce

Job description

We Are Hiring Digital Wealth Relationship Manager or Tele sales Relationship Manage r :

Job Overview:

We are looking for an Investment Coach with working knowledge of mutual funds and

investment fundamentals to engage clients, analyze their portfolios, and guide them towards

suitable investment opportunities. This role is suited for candidates who already understand

core investment concepts and can hold informed conversations with clients about their

money.

Key Responsibilities

Sales & Business Development

Make 250+ dialed calls per day to potential and existing clients to generate leads and drive investment conversations.
Achieve approximately 3 hours of talk time daily, focusing on understanding client requirements and discussing investment opportunities.
Drive monthly and quarterly business targets through proactive client outreach and effective conversion of prospects.
Identify opportunities to generate additional investments from existing clients based on their financial needs.

Client Engagement & Relationship Management

Build and maintain strong, long-term relationships with clients through regular and meaningful engagement.
Understand clients' financial goals, investment preferences, and risk appetite.
Provide personalized guidance to help clients make informed investment decisions.
Conduct regular portfolio discussions and proactively engage clients based on evolving needs.

Investment Analysis & Advisory

Explain fundamental investment concepts to clients clearly including Equity, Debt, and Bonds, and how these differ from traditional instruments like Fixed Deposits.
Guide clients on the different types of equity funds (large-cap, mid-cap, small-cap, flexi-cap, sectoral/thematic, etc.) and help them understand which suits their goals.
Recommend suitable mutual fund investment opportunities aligned with clients' financial goals and risk profiles.
Educate clients on disciplined investing, diversification, and long-term wealth creation.
Stay updated on market trends, mutual fund products, and investment strategies.

Education

Bachelor's degree in Finance, Commerce, or a relevant discipline.

Experience

Minimum 13 years of experience in sales, preferably in financial services, mutual funds, insurance, or banking.
Prior experience in telesales, client relationship management, or portfolio-related conversations is preferred.

Mandatory Certification

NISM Series V-A: Mutual Fund Distributors Certification is mandatory. Certified candidates will be preferred; others must obtain certification within the required timeline.

Skills

Excellent communication skills in English and Hindi.
Working knowledge of investment fundamentals, including:

What Equity, Debt, and Bonds are.

Different types of equity funds and their risk-return characteristics.

How mutual funds differ from Fixed Deposits and other traditional savings instruments.

Personal Attributes

Goal-oriented with a strong passion for sales and client engagement.
Confident in explaining financial concepts in simple, relatable terms.
Strong ownership and accountability for performance.
Self-driven, proactive, and comfortable in a high-volume, target-driven environment.

Working Conditions