Relationship Manager - Wealth
Location : Chembur, Mumbai
Experience:-
- • Fresher: Should possess theoretical knowledge of investment products, primarily Mutual Funds and Stock Markets.
- • Candidates must come prepared to answer fundamental questions on Mutual Funds, Stock Market investments, returns, financial terminologies, and related topics.
- • Experienced (Minimum 3 years):Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.
- • Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.
- • Working closely with business teams, designers and other staff, producing detailed specifications on further developments and writing the program codes.
- Education:- Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds.
- Regulatory/Other Certifications:- Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module.
- Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations.
Key Responsibilities:
- • Build and maintain strong relationships with HNI clients.
- • Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
- • Conduct regular portfolio reviews and risk assessments.
- • Identify and onboard new clients to expand the business portfolio.
- • Offer customized investment and financial planning solutions.
- • Stay updated on market trends, financial products, and regulatory changes.
Connect: Please forward your CV to below ID:
- Email: hr@moneyfrog.in
- Contact: +91 9004675553
Unit Head - Equity
Location : Chembur, Mumbai
Experience:-
- • Fresher: Must have foundational knowledge of Stock Markets and investment strategies.
- • Candidates should be prepared to answer theoretical questions on Stock Market investments, returns, risks, fundamental analysis, and financial terminologies.
- • Experienced (Minimum 3 years):Prior experience in dealing and managing Stock Market clients.
- • Candidates should confidently answer questions on Stock Market investments, returns, risks, fundamental and technical analysis, and financial concepts.
- Education:- Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Stock Markets.
- Regulatory/Other Certifications:- NISM Dealer Module certification.
- Role Overview: The Equity Dealer & Research professional will be responsible for executing trades,
managing client portfolios, and conducting in-depth equity research. The role also involves monitoring market trends and providing investment recommendations based on data-driven insights.
Key Responsibilities:
- • Execute equity trades for assigned clients as per defined guidelines.
- • Monitor and review client portfolios, offering new solutions and recommendations.
- • Analyse stock market trends and financial data while staying updated on economic events.
- • Maintain accurate trade records and generate reports for clients.
Connect: Please forward your CV to below ID:
- Email: hr@moneyfrog.in
- Contact: +91 9004675553
