Relationship Manager Wealth - Pune

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

• 4–7 yrs of experience
• Portfolio management
• Business development
• Mutual funds
• Cross-selling
• Sales
• Compliance
• MBA

Good to have

• Wealth management