Wealth Manager

Position: Wealth Management Executive / Relationship Manager
Experience: 2–3 Years
Industry: Wealth Management / Mutual Funds / Financial Services
Employment Type: Full-Time
Job Summary
We are looking for a motivated and client-focused professional with 2–3 years of experience in wealth management, mutual funds, and financial planning. The candidate will be responsible for managing client portfolios, executing investment transactions, supporting financial planning activities, conducting market research, and providing ongoing client servicing.
Key Responsibilities
Client & Portfolio Management
Manage and monitor client investment portfolios.
Understand clients’ financial goals, risk profiles, and investment requirements.
Assist in portfolio reviews and recommend suitable investment solutions.
Maintain regular communication with clients and address their queries.
Mutual Fund & Investment Transactions
Handle mutual fund transactions, including purchases, redemptions, switches, and SIP-related activities.
Ensure transactions are processed accurately and within defined timelines.
Coordinate with internal teams, AMCs, and other stakeholders for transaction-related requirements.
Financial Planning Support
Assist in preparing financial plans based on client goals and risk profiles.
Support senior team members in asset allocation and investment planning.
Track portfolio performance and prepare periodic review reports.
Market Research & Analysis
Conduct research on mutual funds, financial products, market trends, and investment opportunities.
Track economic and market developments relevant to client portfolios.
Prepare basic market updates and investment-related reports.
Client Servicing & Relationship Management
Build and maintain strong relationships with existing clients.
Handle client queries and provide timely support.
Coordinate portfolio review meetings and follow-ups.
Maintain accurate client records and CRM updates.
Compliance & Documentation
Ensure client documentation and transaction records are maintained accurately.
Follow internal processes and applicable compliance requirements.
Coordinate for KYC, account opening, and other investment-related documentation.
Key Skills
Wealth Management
Mutual Funds
Financial Planning
Portfolio Management
Investment Products
Client Relationship Management
Market Research & Analysis
Financial Analysis
Transaction Processing
Communication & Presentation Skills
MS Excel & Reporting
CRM Management
Qualifications
Graduate in Finance, Commerce, Economics, or a related field.
Relevant certifications such as NISM, CFP, CWM, or equivalent will be an advantage.
2–3 years of relevant experience in Wealth Management, Mutual Funds, Financial Planning, Investment Advisory, or a related financial services role.
Key Attributes
Strong client-handling and communication skills.
Good understanding of mutual funds and financial products.
Analytical and detail-oriented approach.
Ability to manage multiple client requirements and deadlines.
Strong relationship-building and follow-up skills.

Work arrangement
No