Relationship Manager - Wealth
JaipurFull-time4–7 yrsPosted 1 week ago
Mid-level finance role at Muthoot Fincorp in Jaipur. Needs 4+ years and an MBA.
About the role
ROLE SUMMARY (PURPOSE) 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
What you'll do
- 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 client's basis their…
- 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
What you need
- Portfolio management
- Business development
- Mutual funds
- Cross-selling
- Sales
- Compliance
Good to have
- Wealth management