RS Wealth Management Pvt. Ltd.
Website:
rswealth.in
Job details:
Company Description RS Wealth Management Pvt. Ltd. is a comprehensive financial services firm offering clients a wide range of investment options, products, and trading services across major exchanges including NSE, BSE, and MCX. Incorporated in 2013, the organization aims to be a highly respected and trustworthy financial partner with advanced platforms for trading in equity, derivatives, commodities, and currencies. The company also provides services in mutual funds, insurance, digital signature certificates, and e-stamping, catering to a diversified client base such as corporates, institutions, HNIs, NRIs, trusts, and retail investors. A strong team of experienced financial experts, including CAs, CSs, CFAs, MBAs, and industry professionals, supports a research-driven approach and receives ongoing training to stay aligned with market developments and client needs. RS Wealth Management focuses on prompt, specialized service and tailored solutions for diverse portfolios and investment goals.
Role Description The Relationship Executive role at RS Wealth Management Pvt. Ltd. is a full-time, on-site position based in Mumbai. The Relationship Executive will be responsible for managing and growing client relationships, understanding client financial goals, and recommending suitable investment products and services. Daily tasks include regular client meetings and calls, portfolio reviews, trade facilitation, and coordination with internal research and operations teams to deliver timely insights and seamless service. The role also involves onboarding new clients, addressing queries and concerns, ensuring compliance with regulatory requirements, and maintaining accurate records and documentation. The Relationship Manager is expected to support business development initiatives, contribute to revenue growth, and uphold high standards of client satisfaction and professional ethics.
Qualifications
- Strong client relationship management skills, including the ability to build trust, understand client needs, and provide personalized financial guidance.
- Prior experience in sales, Client acquisition and lead generation.
- Only from Stock Broking are preferred.
- Solid knowledge of equity, derivatives, commodities, currencies, mutual funds, and insurance products, with the ability to explain these options clearly to clients.
- Proficiency in using trading platforms and financial tools, along with attention to detail in documentation, record-keeping, and compliance procedures.
- Effective communication and interpersonal skills, with the ability to conduct professional meetings, presentations, and follow-ups across diverse client segments.
- Analytical and problem-solving abilities to interpret market research, assess portfolio performance, and suggest appropriate adjustments.
- Bachelor’s degree or higher in Finance, Commerce, Business, Economics, or a related field; professional certifications (e.g., NISM, CFA, CFP, MBA) are an advantage.
- Prior experience in wealth management, broking, investment advisory, or related financial services roles is preferred.
- Ability to work in a fast-paced environment, adhere to regulatory standards, and maintain high levels of integrity
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