Job Title: Sr. Relationship Manager - Wealth Management & Mutual Funds
Location: Noida
Department: Wealth Management & Mutual Funds
Experience: 3-8 years
Role Overview
As a Sr.Relationship Manager - Wealth Management & Mutual Funds, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning.
Key Responsibilities
- Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies.
- Understand clients financial goals, risk profiles, life aspirations, and design investment solutions accordingly.
- Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios.
- Present detailed investment performance reports, summaries, and financial projections to clients.
- Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans.
- Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs, and other financial instruments.
- Guide clients through market cycles and help them avoid common behavioral investing pitfalls.
- Ensure a high share of wallet from each client by delivering outstanding service and trust.
- Acquire new clients through referrals, personal networks, and targeted lead-generation activities.
- Act as the Voice of the Client, collaborating with internal teams to improve client satisfaction and product offerings.
Candidate Profile
Educational Qualifications
- Postgraduate degree in Finance, Business Administration, Economics, or a related field.
Certifications
- NISM Series V-A (mandatory must be completed within 60 days of joining if not already held).
- CFP (Certified Financial Planner) preferred.
Experience
- 3 to 8 years of relevant experience in wealth management, mutual funds, financial advisory, or investment consulting.
Skills & Attributes
- Excellent communication and interpersonal skills.
- Strong understanding of personal finance and financial markets.
- High ethical standards with a client-first approach.
- Empathetic, trustworthy, and solutions-oriented.
- Self-driven, organized, and capable of handling a dynamic work environment.
- Willingness to travel locally as per client engagement needs.
- Strong team player with the ability to collaborate across functions.
