Relationship Manager - Wealth
- Muthoot FinCorp (MFL)
- 3 - 8 years
- Ahmedabad
- 4 months ago
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Job Description
The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.
- Business Development and Relationship Management:
- Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
- Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
- Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.
- Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
- Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL.
- Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
- 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
Preferred candidate profile
Key Skills- Relationship building and client-focused approach, Investment analysis and financial planning, Risk management and compliance, Sales and business development, financial product knowledge, analytical and problem solving, Interpersonal, communication and presentation skills.
Behavioral Attributes- Driven and in alignment with our Purpose Transforming the life of the common man by improving their financial well-being and anchored by our core value of integrity, collaboration, and excellence.
Job Classification
Industry: NBFC (Micro Finance)Functional Area / Department: Sales & Business DevelopmentRole Category: Retail & B2C SalesRole: Retail SalesEmployement Type: Full timeContact Details:
Company: Muthoot FinCorp (MFL)Location(s): Ahmedabad
Keyskills: Relationship management Sales Cross Selling Financial Products Sales Relationship Building Business Development HNI Client Handling
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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.
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