Virtual Relationship Manager

Wealth India Financial Services; Bengaluru; On-site; INR 500,000 - 900,000; Full time

Job summary

Wealth India Financial Services in Bengaluru seeks a client-facing investment advisor to understand goals, risk tolerance, and timelines, and to educate clients on mutual funds and market options.

You will review portfolios, propose rebalancing, build lasting relationships, and stay updated on market trends while communicating complex concepts clearly in English and Hindi.

Qualifications

• Strong knowledge 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 and Hindi.

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 understanding

Understanding client goals & risk

Clear communication of financial ideas

Customer orientation & relationship

English & Hindi proficiency

Job description

Role & 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.

Preferred candidate profile

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 and Hindi.