Job Description
ROLE SUMMARY (PURPOSE)
The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot Fin Corp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services
KEY RESPONSIBILITIES
- Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
- 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.
- Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
- Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions
- Manage clients' inve...
The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot Fin Corp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services
KEY RESPONSIBILITIES
- Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.
- 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.
- Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.
- Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions
- Manage clients' inve...
Apply for this Position
Ready to join Muthoot Fincorp Ltd.? Click the button below to submit your application.
Submit Application