Relationship Manager - Wealth
Moneyfrog Financial Services is a tech-enabled wealth management platform focused on HNI and affluent clients. The Relationship Manager will be responsible for acquiring clients and providing expert investment advice across mutual funds, equities, and insurance. Candidates are required to have 2-3 years of relevant financial experience and specific regulatory certifications. The role involves conducting regular portfolio reviews and personalized wealth planning.
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Experience
2-3 years
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
Moneyfrog Financial Services is a tech-enabled wealth management platform focused on HNI and affluent clients. The Relationship Manager will be responsible for acquiring clients and providing expert investment advice across mutual funds, equities, and insurance. Candidates are required to have 2-3 years of relevant financial experience and specific regulatory certifications. The role involves conducting regular portfolio reviews and personalized wealth planning.
TAL's take
Mid-tier firm with a well-defined role in wealth management, but limited information on scale or company growth.
Clear and focused JD with well-defined responsibilities and certification requirements.
Must haves
- 2-3 years experience managing clients for investment products
- Strong understanding of mutual funds and stock markets
- Knowledge of financial terminologies and portfolio management
- Bachelor's degree in Commerce or MBA in Finance
- AMFI Mutual Funds certification or NISM Dealer Module
Tools and skills
About the company
Unfamiliar company in the financial services sector, default to tier 2.