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Virtual Relationship Manager - Wealth
Wealth India Financial Services · Chennai
Pay₹30,000–60,000a month, as listed
WhereChennaiTamil Nadu
TypeFull time
Posted2 Nov2 days ago, via Apna
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
Skills they list2 named
B2C salesMutual funds
About this job
- Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences. ● Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards. ● Provide clear and easy-to-understand guidance on investment concepts and strategies. ● Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances. ● Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines. ● Build and maintain strong, long-term relationships with clients. ● Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development
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