Wealth Relationship Manager

Company Description

Ocean Finvest, established in 2014, is a SEBI-registered RA and RIA investment advisory firm dedicated to providing holistic wealth solutions for families and businesses. With a strong foundation in research and disciplined processes, we specialize in offering tailored financial products, including Mutual Funds, Domestic and International Equity, Fixed Income, PMS, Alternative Investment Funds, and Insurances. Committed to ethical practices and long-term client success, we focus on teaching financial management strategies rather than traditional sales tactics. Our innovative approach is exemplified by inXits, our research-driven investing app. At Ocean Finvest, we value character, uphold ethics, and prioritize client outcomes while navigating the financial market with expertise.

Role Description

This is a full-time, on-site role as a Wealth Relationship Manager based in Bhopal. The primary responsibilities include managing and growing relationships with clients by providing tailored financial solutions and proactive portfolio management. You will identify client needs, educate them on financial products and investment strategies, monitor portfolio performance, and ensure long-term client satisfaction. The role also involves staying updated on market trends, preparing investment proposals, and collaborating with internal teams to meet organizational objectives.

Qualifications

• Strong financial knowledge and expertise in Mutual Funds, Equities, Fixed Income, PMS, and Alternative Investment Products
• Proficiency in Client Relationship Management and the ability to provide personalized financial solutions
• Strong Communication, Presentation, and Interpersonal skills to effectively interact with clients and internal teams
• Analytical and Research skills for understanding market trends and crafting tailored investment strategies
• Professionalism, ethics, and the ability to foster trust and long-term relationships with clients
• Previous experience in wealth management, financial services, or a related field is preferred
• Bachelor's degree in Finance, Business, Economics, or related disciplines; certifications such as CFA, CFP, or NISM are advantageous