Your browser does not support javascript! Please enable it, otherwise web will not work for you.

Relationship Manager- Wealth @ Muthoot FinCorp (MFL)

Home > Retail & B2C Sales

 Relationship Manager- Wealth

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

+ View Contactajax loader


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

 Fraud Alert to job seekers!

₹ Not Disclosed

Similar positions

Medical Representative

  • Sriblaze Biotech
  • 0 - 5 years
  • Bahraich
  • 13 hours ago
₹ 1.25-1.75 Lacs P.A.

Sales Head

  • Office Banao
  • 10 - 15 years
  • Bengaluru
  • 1 day ago
₹ Not Disclosed

Inside Sales Executive

  • Uplers
  • 2 - 6 years
  • Mumbai
  • 2 days ago
₹ 4-9 Lacs P.A.

Acquisition Manager - CASA at Kolkata

  • Idfc First Bank
  • 1 - 5 years
  • Kolkata
  • 4 days ago
₹ -5 Lacs P.A.

Muthoot FinCorp (MFL)

QUALCOMM CDMA Technologies (QCT) is the largest provider of 3G chipset and software technology in the world, with chipsets shipped to more than 50 customers and powering the majority of all 3G devices commercially available. QCT partners with nearly 60 3G network operators around the globe and has t...