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    Wealth Manager - Coimbatore, India - Muthoot Fincorp Ltd.

    Muthoot Fincorp Ltd.
    Muthoot Fincorp Ltd. Coimbatore, India

    4 days ago

    Default job background
    Accounting / Finance
    Description

    Job Description

    The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.

    • Business Development and Relationship Management:
    • Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
    • Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
    • Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.
    • Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
    • Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL.
    • Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
    • Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation.
    • Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.

    Portfolio Management

    • Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.
    • Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks.
    • Adhere to all regulatory guidelines and compliance standards, ensuring that clients' investments comply with relevant laws and regulations

    Location: Puducherry, Salem, Trichy, Chennai, Tirunelveli, Coimbatore, Vellore.

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