Partner - Client Relationship

Partner - Client Relationship

Posted by Godrej Wealth

New Delhi,Bengaluru,Delhi / NCR

Posted: imported by Jeevika

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The role focuses on building and managing relationships, understanding nuanced client needs, and delivering a high standard of customer service.Key Responsibilities:Acquire HNI/UHNI clients through personal networks, referrals, and market outreach. Build long-term relationships and act as a trusted financial partner.Provide tailored solutions across Mutual funds, PMS, and AIFs by understanding client goals, risk appetite, and investment horizon.Build customized portfolios and proactively rebalance them based on client goals and market conditions.Collaborate with internal research and product teams to deliver high-quality investment insights and advisory solutions.Stay updated on financial markets, economic trends, and regulatory changes to provide informed advice.Ensure all client interactions and transactions adhere to regulatory and internal compliance guidelines.Role Requirements:Graduate/ Postgraduate in Finance, commerce or related field.8+years of experience in Private Wealth Management / Private Banking / Investment Advisory.Strong knowledge of capital markets, Mutual funds, PMS, insurance, and other financial instruments.Good client-facing, relationship building, and communication skills.Role: Wealth Manager,Industry Type: Financial Services,Department: BFSI, Investments & Trading,Employment Type: Full Time, PermanentRole Category: Trading, Asset & Wealth ManagementEducationUG: Any Graduateread moreKey SkillsSkills highlighted with ‘‘ are preferred keyskillsClient Relationship ManagementHNI SalesClient AcquisitionuhniAbout the companyGodrej Properties 4.1 660 employee reviewsEngineering & ConstructionConsumer Electronics & AppliancesChemicalsFortune India 500B2CFollow426.9k followers OverviewGodrej was founded in 1897 by Ardeshir Godrej to help build economic independence for India. We contributed towards this purpose by both innovating and actively donating a significant portion of the Group’s profits to India’s freedom movement. During the Spanish Flu pandemic of 1918, we pioneered the first commercially made soap in the world from vegetable oil and without animal fat. In 1951, we crafted the ballot boxes for free India's first general election, an election where India gave both women and men the equal right to vote.At the Godrej Industries Group (GIG), we are committed to growing and strengthening this legacy. Group revenue stands at USD 6.1 billion with a market capitalisation of USD 27.5 billion (as on 31 March 2024). We are privileged to serve over 1.1 billion consumers globally through our businesses with market leadership positions in the consumer products, real estate, agriculture, financial services and chemicals industries. Godrej Consumer Products is an emerging markets FMCG leader in Home and Personal Care with a growing presence in Asia, Africa and Latin America. Godrej Properties is India’s leading real estate developer by sales and brings the Godrej philosophy of innovation, sustainability, and excellence to the real estate industry. Godrej Agrovet’s portfolio businesses, including the leading producers of compound feed and crude palm oil, address key challenges faced by Indian agriculture; and help improve productivity of Indian farmers through innovative products and services that sustainably increase crop and livestock yields. Godrej Chemicals, the group’s oldest business, services diverse industrial applications through one of India’s oldest and largest oleo-chemicals, derivatives and speciality chemical portfolios. Godrej Fund Management is the real estate private equity arm of the group. Godrej Capital, the newest company in the group, has a fast-growing financial services business.We believe that we are only as good as what we do next. So, we strive to continuously improve how we do business, and how we live in the world; shaping a more sustainable and responsible future by placing our planet and people alongside profit. Through Godrej Good & Green, we are helping create a more inclusive and greener planet, in line with the United Nation’s Sustainable Development Goals, and the needs of local communities. At the Godrej DEI Lab, we work on empowering inclusion within the group, help build DEI ecosystems across corporate India, and aim to bring ideas and innovation related to DEI to the mainstream. read moreOur Employee BenefitsThe Godrej Way: Trust – Unlimited sick leaveFather's Day 2019 Equal ParentingEvery day is Women's Day at GodrejLGBT inclusion at GodrejOur benefits are thoughtfully designed to inspire, empower and care for the purposeful people who build Godrej every day.Company InfoLink:Godrej Properties 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 moreGodrej Wealth rolesyou might be interested inLead-Security10-20 YrsGurugram, Bengaluru, Mumbai (All Areas)Posted 23 Days AgoSenior Process Champion- Strategic Sourcing6-8 YrsMumbai (All Areas)Posted 3 Days AgoFacility Manager15-20 YrsFaridabad, Gurugram, KurukshetraPosted 2 Days AgoKey highlights at Godrej PropertiesJob SecurityHighly ratedWork LifeHighly ratedCompany CultureHighly ratedReviewsView all660 employee reviews5.0rated by Production Officer in AnkleshwarGodrej industries culture & safety goodRead full reviewPowered bySalary insightsCompare Godrej Properties salary with similar companies.Compare salaryPowered byBenefits & PerksView all69 employees reported these benefitsHealth & Wellness SupportLearning & Development SupportTransport / Travel SupportFree MealPerformance BonusRelocation AssistancePowered by

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