Relationship Manager - Wealth

Relationship Manager - Wealth

Posted by Muthoot FinCorp (MFL)

Jhunjhunun,Sikar,Amritsar

Posted: imported by Jeevika

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Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients 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 decisionsPortfolio 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.KEY SKILLS & BEHAVIOURAL ATTRIBUTES Key Skills- Relationship building and client-focused approach, Investment analysis and financial planning, Risk management and compliance, Sales and business development, financial product knowledge, analytical and problem solving, Interpersonal, communication and presentation skills. Role: Investment Banking, Private Equity & VC - Other,Industry Type: Banking,Department: BFSI, Investments & Trading,Employment Type: Full Time, PermanentRole Category: Investment Banking, Private Equity & VCEducationUG: Any Graduateread moreKey SkillsVenture CapitalAbout the companyMuthoot FinCorp (MFL) 4.5 14K employee reviewsFinancial ServicesNBFCWork SatisfactionFortune India 500Highly Rated by WomenFollow139.6k followers OverviewMuthoot FinCorp Limited (MFL) is the flagship Company of the Muthoot Pappachan Group . MFL is Financial Services SuperHouse or you call it PowerHouse!A market leader in the gold loans business Muthoot FinCorp has over 3700 branches spread across the cities, towns and villages of India, the Company serves more than 1.25 Lac customers a day.Muthoot FinCorp’s long-standing experience,expertise and stronghold in the semi urban and rural areas has enabled the Company to provide quick, customized finance options and investment products, maximizing returns to the population. The loan products of Muthoot FinCorp are uniquely structured to serve people who do not have easy access to mainstream commercial banks.MFL counts the satisfaction and long-service of its people as a cornerstone of its success. Fostering teamwork, nurturing creativity and rewarding commitment are systematically and professionally managed. Excellence and innovation are encouraged and rewarded. Ensuring Muthoot FinCorp's people remain at the competitive edge, best practice in the area and unique motivational programs are regularly carried out. read moreLife @Muthoot BlueThe essence of "Life at Muthoot Blue" reflects the vastness of the sky and ocean, symbolizing unlimited growth opportunities for every stakeholder. Customers, often underserved by traditional financial institutions, are considered the company's biggest asset, and employees, known as Muthootians, are recognized as the backbone of the organization, working empathetically to fulfill the company's purpose while engaging in social responsibilities and enjoying their work environment. read moreCompany InfoLink:Muthoot FinCorp (MFL) websiteBeware of imposters! Naukri.com does not promise a job or an interview in exchange of money. Fraudsters may ask you to pay in the pretext of registration fee, Refundable Fee…Read moreMuthoot FinCorp (MFL) rolesyou might be interested inLead Employee Retention and Engagement8-10 YrsKolkata, Hyderabad, Delhi / NCRPosted 10 Days AgoArea Operations Manager5-6 YrsVaranasi, FaridabadPosted 23 Days AgoHiring For Business Development Officer/SrBDO1-5 YrsBangalore Rural, Bengaluru, musorePosted 3 Days AgoKey highlights at Muthoot FinCorp (MFL)Company CultureHighly ratedSkill DevelopmentHighly ratedWork LifeHighly ratedAwards & Recognitions2023Great Place to Work®ReviewsView all14K employee reviews5.0rated by Branch Manager in ChennaiLot of things. Correct date salary. Office timing is good. 6 month once employee engagement program. I am satisfied for working. I developed lot of skills. Lot of incentive Structure.Read full reviewFollow Muthoot FinCorp (MFL) to receive the latest job postings and alerts139.5k followersPowered bySalary insightsRelationship Manager Wealth Management in Muthoot FinCorp (MFL) typically earns between₹5.9 - ₹6.5 L/yrSee detailed salary breakupPowered byBenefits & PerksView all360 employees reported these benefitsLearning & Development SupportHealth & Wellness SupportPerformance BonusTransport / Travel SupportRelocation AssistanceFree MealPowered by

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