Muthoot Fincorp Limited

Wealth Relationship Manager

Muthoot Fincorp Limited
Chennai
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

RELATIONSHIP MANAGER - WEALTH

  • 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 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.
  • 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

Job role

Work location
Work locationCHENNAI - ZO
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameMuthoot Fincorp Limited
Job posted by Muthoot Fincorp Limited

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You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 2 to 8 years are eligible to apply for this job. You can apply for more jobs in Chennai to get hired quickly.

The candidate should have sound communication skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

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