Relationship Manager

FundsIndia; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

FundsIndia seeks a Wealth Relationship Manager in Bengaluru to provide personalized investment guidance and support for investors building portfolios. You will understand client goals and risk preferences, educate on mutual funds and strategies, and review portfolios to recommend appropriate changes.

You will build lasting client relationships while staying current with market trends. The role emphasizes clear communication of complex concepts, client-centric service, and adherence to regulatory

Qualifications

• Strong understanding of mutual funds and financial markets.
• Ability to map client goals, risk tolerance, horizon, and preferences.
• Excellent communication skills; able to simplify financial concepts.
• Strong customer orientation and relationship-building.
• Proficiency in English.

Responsibilities

• Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences.
• Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards.
• Provide clear and easy-to-understand guidance on investment concepts and strategies.
• Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances.
• Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines.
• Build and maintain strong, long-term relationships with clients.
• Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development.

Skills

Mutual funds

Needs assessment

Risk profiling

English communication

Portfolio review

Education

Bachelor's Degree

Job description

Designation: Wealth Relationship Manager

Experience: 0–8 years

Qualification: Bachelor's Degree

About The Role

We are looking for a Wealth RM to provide personalized investment guidance and support to investors looking to build and enhance their financial portfolios. The role involves understanding clients' financial goals and risk preferences, educating them on mutual funds and investment strategies, reviewing their portfolios, and helping them make informed investment decisions.

Must Have Skills

• Strong understanding of mutual funds and financial markets.
• Ability to understand client financial goals, risk tolerance, investment horizon, and preferences.
• Excellent communication skills with the ability to simplify complex financial concepts.
• Strong customer orientation and relationship-building skills.
• Proficiency in English.

What You'll Own

• Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences.
• Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards.
• Provide clear and easy-to-understand guidance on investment concepts and strategies.
• Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances.
• Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines.
• Build and maintain strong, long-term relationships with clients.
• Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development.