Senior Wealth Relationship Manager - Mumbai, India - MProfit

Description

MProfit is a rapidly growing fintech company, backed & funded by Rainmatter (an initiative by Zerodha) and other reputed investors. With an aim to automate multi-asset investment tracking & reporting, MProfit provides wealth-tech solutions to Indian investors and financial advisors. A powerful data insights platform, MProfit enables investors & wealth professionals to track all their investments in one place. MProfit's data aggregation capabilities are cutting-edge, supporting import of data from 700+ financial institutions

Today, MProfit is a leader in the wealth-tech ecosystem with customers in 300+ cities. We are rapidly expanding our amazing team and have promising new products, features & partnerships planned for the immediate future.

We are seeking an experienced Senior Wealth Relationship Manager who will be responsible for building & managing new relationships with high-net-worth clients, family offices, and other entities.

Responsibilities:

• Act as the primary point of contact for high net-worth clients, family offices and corporate entities.
• Develop and implement strategies to drive business growth and expand market share, focusing on high-net-worth clients, family offices, and other target entities.
• Identify and prioritise partnership opportunities with relevant organisations, including financial institutions, wealth management firms, and other industry stakeholders.
• Drive the development of marketing collateral, sales presentations, and other materials to support partnership initiatives and client engagement efforts.
• Participate in industry events, conferences, and networking opportunities to enhance visibility, build relationships, and drive business growth
• Track and analyse key performance metrics related to client acquisition, providing insights and recommendations for continuous improvement.
• Actively monitor industry trends, competitor activities, and market dynamics to identify new growth opportunities and stay ahead of the curve.
• Build and maintain strong, long-lasting relationships with clients, understanding their financial goals and providing personalized service.
• Proactively address client inquiries and concerns, ensuring timely and effective resolution.
• Assist in onboarding new clients, ensuring a smooth transition and understanding of our wealth-tech solutions.
• Conduct product demonstrations for clients to maximize their utilization of our software suite.
• Prepare and deliver regular reports on client interactions, feedback, and satisfaction levels to management.

Qualifications:

• Bachelor's degree in Finance, Business Administration, Economics, or related field
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) preferred
• Minimum of 10 years of working experience in the Wealth Domain, with a focus on managing relationships with high net worth clients
• Deep understanding of investment products, financial markets, and wealth management principles
• Excellent communication skills, both written and verbal, with the ability to articulate complex financial concepts clearly
• Strong analytical skills and attention to detail
• Exceptional interpersonal skills with the ability to build trust and rapport with clients