Samarth Wealth Pvt Ltd
Website:
samarthwealthmanagement.com
Company:
https://www.linkedin.com/company/samarth-wealth
Seniority: Mid-Senior level
Industries: Financial Services
Job details:
Company Description :Samarth Wealth Pvt Ltd is a wealth management firm dedicated to helping clients build long-term wealth since 2011. The company focuses on Mutual Funds (MF), Structured Investment Funds (SIF), and Life & Health Insurance solutions tailored to individual financial goals. As an AMFI-registered Mutual Fund and SIF Distributor (ARN - 286847), Samarth Wealth operates with a strong emphasis on regulatory compliance and investor protection. The firm offers personalized, research-driven investment guidance to support clients in achieving financial security and growth. Team members join a client-centric environment that values integrity, transparency, and sustained relationships.
Role Description: The Virtual Relationship Manager – Wealth Management is a full-time, on-site role based in Thane. The role involves managing and deepening client relationships through virtual channels such as phone, video calls, email, and messaging platforms. Day-to-day responsibilities include understanding client financial goals, recommending suitable MF, SIF, and insurance products, and providing periodic portfolio reviews and performance updates. The Virtual Relationship Manager will handle client onboarding, documentation, and service requests, while coordinating with internal teams to ensure smooth execution of transactions. The role also requires maintaining accurate records in CRM tools, following regulatory and compliance guidelines, and proactively identifying opportunities for cross-selling and upselling appropriate financial products.
Qualifications
- Strong relationship management and client service skills, with the ability to engage clients effectively via virtual channels.
- Knowledge of mutual funds, structured investment products, and life & health insurance; ability to explain financial concepts in clear, simple terms.
- Proficiency with digital tools, CRM software, and basic office applications to manage client data and communication.
- Solid analytical and problem-solving skills to assess client portfolios and suggest suitable investment options.
- Excellent written and verbal communication skills in English; additional regional language proficiency is an advantage.
- Bachelor’s degree in Finance, Commerce, Business, or a related field; relevant certifications (e.g., AMFI / NISM) are preferred.
- Demonstrated ethical conduct, attention to detail, and adherence to regulatory and compliance standards.
- Ability to work collaboratively in an on-site team environment in Thane and manage multiple client interactions efficiently.
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