Relationship Manager

I CAN Financial Solutions; Mumbai; On-site; INR 800,000 - 1,800,000; Full time

Job summary

I CAN Financial Solutions in Mumbai is seeking a private wealth manager to build and manage relationships with High Net Worth and Mass Affluent clients. You will identify prospects, deliver personalized financial solutions, and leverage our platform for research-backed guidance to optimize investments.

You will also expand the client base through referrals, cultivate deep ties with MFDs, Wealth Managers, RDs/NDs and banks, and drive PMS/MF/AIF sales while achieving targets.

Qualifications

• Graduate or MBA; CFP or CFA preferred but can be relaxed for experienced candidates.
• Freshers can apply; extensive training provided.

Responsibilities

• Develop a list of HNI and Mass Affluent clients via personal outreach.
• Offer personalized financial solutions using our platform and research.
• Conduct portfolio reviews and provide insights to optimize investments.
• Expand the client base with referrals.
• Build rapport with MFDs, Wealth Managers, RDs/NDs and Banks to grow PMS/MF/AIF sales.
• Provide support to partners to maximize sales and market penetration.
• Expand the partner base through referrals and networking.
• Achieve and exceed sales targets and contribute to growth.

Education

MBA

CFP/CFA

Job description

Develop a list of High Net Worth Individuals (HNI) and Mass Affluent clients in the designated area/location, using personal outreach.

Offer personalized financial solutions and support to clients, leveraging our technology platform and research resources.

Conduct regular portfolio reviews and provide clients with insights and recommendations to optimize their investments.

Expand the client base with the help of referrals

Build and maintain robust rapport with Mutual Funds Distributors (MFDs), Wealth Managers, Regional Distributors (RDs), National Distributors (NDs), and Banks to enhance the sales of our products, initially focusing on Portfolio Management Services (PMS), Mutual Funds and Alternative Investment Funds (AIFs) and other products as applicable.

Provide support and assistance to our partners to maximize sales and market penetration

Expand the Partner base through referrals and networking to drive business growth.

Achieve and exceed sales targets, contributing to the overall growth and success of the organization.

SKILLS

Graduate, MBA, CFP/CFA but can be relaxed in the case of an experienced candidate.

EXPERIENCE

Preferably from similar background but not necessary. Freshers can also apply. Extensive training programme on financial products and processes will be provided to the candidate. The intention is to mentor him/her to be a private wealth manager.