Relationship Manager- Wealth @ Muthoot FinCorp (MFL)

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Relationship Manager- Wealth

Muthoot FinCorp (MFL)
3 - 5 years
Bengaluru
6 months ago
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Job Description

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation.

Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.

Portfolio Management

Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.

Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks.

Adhere to all regulatory guidelines and compliance standards, ensuring that clients' investments comply with relevant laws and regulations

Self and stakeholder management

Provide regular performance reports to clients, detailing the performance of their portfolios, investment strategy adjustments, and progress toward financial goals.

Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations.

Collaborate with other departments, such as legal, tax, and estate planning, to offer comprehensive financial solutions to clients.Role & responsibilities

Preferred candidate profile

Job Classification

Industry: NBFC
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Direct Sales Executive
Employement Type: Full time

Contact Details:

Company: Muthoot FinCorp (MFL)
Location(s): Bengaluru

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Keyskills: Wealth Management Portfolio Management HNI Acquisition Client Acquisition HNI Client Handling

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Muthoot FinCorp (MFL)

\n\nMacquarie is a global financial services group operating in 32 markets in asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

Relationship Manager- Wealth @ Muthoot FinCorp (MFL)

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