WMS Manager ( Wealth Management Services )

Job Description: Wealth Relationship ManagerWe are looking for an experienced and confident Wealth Relationship Manager to join our Angel One Channel Partner Office (Wealth Management Services Division).

The candidate will be responsible for managing client relationships, handling all types of insurance and mutual fund products, and providing professional wealth management guidance to clients.

• Key Responsibilities:Build and maintain strong relationships with clients to understand their financial goals.
• Provide complete guidance on Mutual Funds, Life Insurance, Health Insurance, and General Insurance.
• Offer customized investment and financial planning solutions based on client requirements.
• Monitor client portfolios and provide timely reviews and recommendations.
• Ensure compliance with all company and regulatory norms in every client interaction.
• Coordinate with internal teams for smooth processing of investment and insurance-related services.
• Requirements:Minimum qualification: Graduate (any stream).
• First preference to candidates with MBA in Finance and NISM VA Certification.
• NISM VA Certification is compulsory.
• Minimum 3 years of experience in mutual fund distribution, insurance advisory, or wealth management.
• In-depth knowledge of all types of insurance and mutual fund products is mandatory.
• Excellent communication and client-handling skills.
• Fluent English communication is compulsory.
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Job Type:Full-time (Office-based)

No target-based sales pressure