Relationship Manager - Wealth
- Muthoot FinCorp (MFL)
- 3 - 8 years
- Ahmedabad
- 7 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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