ROLE SUMMARY (PURPOSE)
The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services
KEY RESPONSIBILITIES
- Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
- Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.
- Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
- Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
- Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions
- Manage clients investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.
- Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations.
Minimum Qualifications and Experience:
- Graduate in any stream
- 4 to 7 years experience in Stock Broking /NBFC /BFSI /AMC Industries in wealth management .
