Wealth Manager

Cap Talent HR; Kolkata District, Mumbai, Ahmedabad District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Cap Talent HR is seeking a Relationship Manager responsible for building and maintaining client relationships across Mumbai, Kolkata and Ahmedabad. The role includes understanding client objectives, conducting financial planning, and offering wealth management product advice to grow portfolio value.

The role emphasizes cross-selling of mutual funds, equity, PMS and AIF in line with client needs, while ensuring regulatory compliance and risk management. Immediate notice period is desired.

Qualifications

• Graduate or postgraduate degree required.
• NISM Mutual Fund Distributor certification preferred.
• PMS certification preferred.
• NISM Series XIX-A/B for AIF preferred.
• 3–5 years of overall experience preferred.

Responsibilities

• Cultivate and manage client relationships, understanding their financial objectives and risk tolerance.
• Perform comprehensive financial planning and develop personalized investment strategies.
• Provide advice on wealth management products and services and stay informed on market trends.
• Build and manage investment portfolios aligned with client risk profiles and objectives.
• Identify and pursue new business opportunities and cross-sell financial products and services.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Client relationship management

Financial planning

Product advisory

Portfolio management

Business development

Compliance and risk management

Education

Graduate degree

NISM-Series-V-A: Mutual Fund Distributors Certification

Series-XXI-A: PMS

NISM Series XIX-A: AIF

NISM Series XIX-B: AIF

Job description

Position: Relationship Manager

Reports to: Business Head

Work location : Mumbai, Kolkata & Ahmedabad

Notice period : Immediate or 15days

Client Relationship Management:

• Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.
• Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction.
• Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF .and Services according to Customer Needs.
• Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship.

Financial Planning:

• Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance.
• Develop personalized financial plans and investment strategies to help clients achieve their objectives.

Product Advisory:

• Provide advice on a range of wealth management products and services, including investment portfolios.
• Stay informed about market trends, economic developments, and regulatory changes that may impact clients' portfolios.

Portfolio Management:

• Build and manage investment portfolios based on clients' risk profiles and financial objectives.
• Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks.

Business Development:

• Identify and pursue opportunities to expand the client base through referrals, networking, and other business development activities.
• Collaborate with internal teams to cross-sell other financial products and services.

Compliance and Risk Management:

• Ensure compliance with regulatory requirements and internal policies.
• Assess and manage risks associated with client portfolios and financial plans.

Desired qualifications: Graduate/PostgraduateCertifications Preferred:

• NISM-Series-V-A: Mutual Fund Distributors Certification Examination ..
• Series-XXI-A Portfolio Management Services (PMS)
• NISM Series XIX-A: Alternative Investment Funds
• NISM Series XIX-B: Alternative Investment Funds

Overall experience:3 to5 Years Salary range (per
month/year)

Preferred Nationality/Origin: Indian