Job Description

At Atreyi Financial, we are actively seeking experienced and motivated candidates to join our esteemed team in the role of Relationship Manager / Wealth Manager / Sr. Wealth Manager.

The key responsibilities for this position include:

Prospecting, acquiring, and retaining clients.

Achieving budgeted targets concerning the number of clients, business volumes, and assets.

Researching and staying updated on available investment opportunities and financial market trends to align with clients\' portfolios.

Building trust and confidence with clients to address their financial needs and offer suitable solutions.

Coordinating with product and research teams to make informed investment decisions for clients.

Recommending strategies for clients to achieve financial objectives, covering areas such as cash management and insurance coverage.

Periodically contacting clients to assess satisfaction, review investment needs, and consider necessary portfolio reassessments.

Providing investment performance reports and summaries to clients.

Building and maintaining client bases, along with relevant comments for future reference.

Guiding clients in gathering necessary information/documents for financial planning.

Key Requirements:

Qualification: Post Graduates / Graduates with relevant experience. A degree in finance / MBA / CA will be an added advantage.

Prior experience in sourcing and managing client relationships in areas such as Wealth products, Portfolio Management, etc.

Ability to bring an existing set of client relationships and Assets Under Management.

Familiarity and a good understanding of various investment products, including Mutual Funds, PMS, Bank Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance, and real estate, etc.

If you meet these criteria and are looking for a challenging and rewarding opportunity, we invite you to be a part of our dynamic team at Atreyi Financial.

Expertia AI Technologies