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
Marketing Executive
Location : Chembur, Mumbai
We are looking for a dynamic Marketing Executive to drive brand awareness, lead
generation, and customer engagement for our financial services. The ideal candidate should
have a passion for marketing, creativity, and a strategic mindset to execute campaigns
effectively.
Job Responsibilities:-
- • Develop and execute marketing strategies to promote financial services and investment products.
- • Manage digital marketing campaigns, including SEO, SEM, social media, and email marketing.
- • Create engaging content for blogs, social media, newsletters, and promotional materials.
- • Conduct market research to identify industry trends, customer needs, and competitor strategies.
- • Plan and execute Corporate marketing activities, including events, seminars, and partnerships.
- • Analyze marketing performance using analytics tools and optimize campaigns accordingly.
- • Collaborate with designers, content creators, and external agencies to enhance brand presence.
Requirements:
- Bachelor's degree in Marketing, Business, or a related field.
- Minimum 3 years of experience in marketing, preferably in financial services.
- Strong knowledge of digital marketing tools (Google Ads, SEO, email marketing, etc.).
- Excellent communication, creativity, and analytical skills.
- Ability to manage multiple campaigns.
- Experience with CRM tools and marketing automation is a plus.
Connect: Please forward your CV to below ID:
- Email: hr@moneyfrog.in
- Contact: +91 9004675553
