Hiring a Wealth Relationship Managers
- IIFL Finance
- 3 - 4 years
- Mumbai
- 11 months ago
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Job Description
Dear Candidates,
Greetings for the day..!!
We are hiring a Wealth Relationship Managers & Investment Counsellors for Mumbai location.
Key Responsibilities:
Actively engage with clients to understand their financial goals and offer tailored wealth management
solutions, including Mutual Funds, Advisory Portfolios, and Goal Planning services.
Build and manage long-term client relationships, providing expert advice and fostering trust with high-
net-worth individuals
Drive sales targets by identifying cross-selling and upselling opportunities within the wealth
management product suite.
Develop and implement strategies to attract new clients, while expanding services to existing clients.
Ensure adherence to internal processes, compliance standards, and regulatory requirements in all client
interactions.
Stay up-to-date with market trends, financial products, and industry developments to offer clients the
best possible solutions.
Regularly communicate with clients to review portfolios, assess their evolving needs, and recommend
appropriate adjustments to their investment strategies.
Maintain accurate records of client interactions, transactions, and documentation to ensure smooth
operations and compliance.
Requirements:
Graduate/Post Graduate
Minimum of 2+ years of experience in a sales-oriented role within the financial services or wealth management industry.
Strong knowledge of wealth management products such as Mutual Funds, Advisory Portfolios, and Goal Planning.
Strong organizational and process-following abilities.
Experience working with high-net-worth clients.
Familiarity with CRM tools or financial planning software.
Relevant certifications in financial planning or wealth management (e.g., CFP, CFA) would be an
advantage.
If interested kindly share your cv @ak*************e@ii********l.com
Regards,
Team HR
IIFL Capital
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: Sales & Business Development, Role Category: Retail & B2C SalesRole: Retail Banking SalesEmployement Type: Full timeContact Details:
Company: IIFL FinanceLocation(s): Mumbai
Keyskills: Sales Client Relation
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IIFL Finance
IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distri...
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