Website:
samarthwealth.in
Job details:
Samarth Wealth Pvt. Ltd., founded in 2011, is a wealth management company providing financial solutions across Mutual Funds, Specialized Investment Funds (SIF), Life & Health Insurance, and other wealth management products, with a focus on long-term wealth creation and financial planning.
We are looking for a Virtual Relationship Manager to manage client relationships, drive business growth, and contribute to portfolio expansion through virtual channels.
Key Reponsibilities:
🔹 Manage and nurture relationships with HNI & Mass-Affluent clients
🔹 Conduct virtual portfolio reviews and financial goal discussions
🔹 Promote Mutual Funds, PMS, AIFs, Insurance & Fixed Income products
🔹 Convert inbound leads and generate business through client referrals
🔹 Drive client acquisition, AUM growth & portfolio expansion
🔹 Facilitate digital onboarding and investment execution
🔹 Maintain accurate client records and follow-ups in CRM
🔹 Ensure adherence to applicable SEBI/RBI, KYC & compliance requirements
What we're Looking For:
✔ Graduate/Post-Graduate in Finance, Commerce, Economics, or Business
✔ 1–3 years of experience in Wealth Management, Wealth Advisory, Investment Sales, Mutual Fund Distribution, or Virtual Relationship Management
✔ Strong understanding of Mutual Funds, Indian Financial Markets & Wealth Management Products
✔ Excellent communication and relationship-building skills
✔ Strong negotiation, active listening and client-handling abilities
✔ NISM Series V-A / Series X-A certification preferred
✔ Proficiency in CRM and digital communication tools
✔ Fluency in English & Hindi; Marathi is an added advantage
Click on Apply to know more.
