Relationship Manager- Wealth

Company Description

Moneyfrog Financial Services Pvt. Ltd. is a tech-enabled wealth management platform committed to delivering personalized, unbiased investment solutions. With a focus on HNI, affluent, and NRI clients in India, our platform leverages technology to streamline investment decisions through sound and scientific research. We offer services such as investment data aggregation, customized investment strategies, online execution, and quarterly reviews to align with evolving goals. As a regulator-certified distributor of financial products, we strive to simplify investment journeys and ensure long-term financial success for our clients.

Role Description

This full-time Relationship Manager - Wealth role is based on-site in Kurla. The role involves developing and maintaining strong client relationships, providing financial advisory services, creating customized investment plans, and managing client portfolios. Responsibilities also include identifying new business opportunities, cross-selling financial products, and providing clients with consistent updates and tailored investment strategies to meet their financial goals.

Qualifications

• Knowledge of Financial Planning and the ability to devise personalized strategies for clients
• Expertise in Investments and Investment Management for portfolio optimization
• Understanding of Finance and Insurance products to offer comprehensive solutions
• Strong interpersonal and communication skills for client relationship management
• Proven ability to analyze financial markets and identify opportunities aligned with client objectives
• Bachelor's degree in Finance, Economics, or a related field (Master's degree or certifications like CFP or CFA are advantageous)
• Min 3 year's Experience in wealth management or financial services
• Proficiency in using financial tools and platforms