Wealth Relationship Manager - Mutual Fund

About the Company

Vision Money Mantra Pvt. Ltd. is an expanding Wealth Management and Mutual Fund Distribution firm dedicated to assisting individuals and families in achieving their financial aspirations through well-informed investment choices. The company offers a variety of financial services such as Mutual Funds, Systematic Investment Plans (SIPs), comprehensive Financial Planning, Retirement Planning, Tax Saving Investments, and overall Wealth Management solutions.

They emphasize a client-focused approach by fostering long-term relationships through customized investment strategies, periodic portfolio evaluations, investor education programs, and superior customer support. Vision Money Mantra also prioritizes enhancing financial literacy to empower clients in making confident financial decisions.

Job Responsibilities

• Develop and nurture strong relationships with both existing and potential clients.
• Identify and acquire new clients, driving business growth for Mutual Fund and Wealth Management products.
• Advise clients regarding Mutual Funds, SIPs, Systematic Transfer Plans (STPs), Systematic Withdrawal Plans (SWPs), New Fund Offers (NFOs), and other investment opportunities.
• Perform routine portfolio analysis and offer timely investment assistance.
• Follow up on prospective leads from multiple sources and convert them into clients.
• Meet personal sales and revenue goals.
• Ensure smooth client onboarding and deliver outstanding customer service.
• Keep client information updated in the CRM system regularly.
• Collaborate with internal departments to facilitate efficient client service execution.
• Foster enduring client relationships to enhance retention and generate referrals.

Preferred Candidate Profile

• Graduate or postgraduate degree in any field.
• Between 3 to 10 years of relevant experience in Mutual Funds, Wealth Management, Banking, Insurance, or Financial Services sectors.
• In-depth knowledge of Mutual Funds, SIP, STP, SWP, and financial planning principles.
• Excellent communication, interpersonal, relationship building, and sales capabilities.
• Experience in acquiring clients, managing leads, and conducting portfolio reviews is highly valued.
• Possession of NISM certification is advantageous.
• Strong client orientation and interpersonal skills are essential.
• Familiarity with Microsoft Office and CRM software is preferable.

Why Join Vision Money Mantra?

• Opportunity to be part of a growing Wealth Management organization.
• Exposure to Mutual Funds and financial planning solutions.
• Interact with both retail and High Net Worth Individual (HNI) clients.
• Benefit from performance-driven career advancement and learning prospects.
• Work within a collaborative and dynamic environment.
• Contribute to a mission focused on investor education and financial empowerment.

Additional Details

Location: Kolhapur, India.

Salary Range: From 300,000 to 800,000 INR annually.

Eligibility Criteria: Candidates who are graduates and certified financial planners in Risk Management and Insurance or Investment Planning can apply.