Relationship Manager AM

WorldoTalent; Hyderabad, Chennai District, Bengaluru; On-site; INR 800,000 - 1,100,000; Full time

Job summary

WorldoTalent is seeking an experienced wealth management professional to serve High Net Worth Individuals in India. You will identify investment opportunities across mutual funds, equities, and wealth products, and provide tailored advice to meet client goals.

Success requires building trusted relationships with clients, understanding their objectives, and coordinating with internal teams to ensure seamless execution of transactions. This role demands strong client orientation and market insight.

Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones.
• Identify investment opportunities through mutual funds, equity broking, wealth management, and stock analysis.
• Provide expert advice on financial products such as insurance, fixed deposits, bonds, etc. to meet client needs.
• Develop strong relationships with HNI clients by understanding their goals and objectives.
• Collaborate with internal teams to ensure seamless execution of transactions.

Job description

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones.
  
• Identify investment opportunities through mutual funds, equity broking, wealth management, and stock analysis.
  
• Provide expert advice on various financial products such as insurance, fixed deposits, bonds, etc. to meet client needs.
  
• Develop strong relationships with HNI clients by understanding their goals and objectives.
  
• Collaborate with internal teams to ensure seamless execution of transactions.