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Urgent! Wealth Relationship Manager Job Opening In Kanpur – Now Hiring Wise Finserv
Role Description
This is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & Lucknow
The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies.
Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage.
Key Responsibilities
Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles.
Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices.
Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements.
Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments.
Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs.
Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses.
Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations.
Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions.
Qualifications & Skills
Bachelor’s degree in Finance, Business, or a related field.
Previous experience in Private Wealth Management or Financial Services preferred.
Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage.
Excellent interpersonal and communication skills.
Strong analytical, organizational, and problem-solving abilities.
High attention to detail and ability to manage sensitive client information with discretion.
Proficiency in Microsoft Excel and PowerPoint.
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Unlock Your Wealth Relationship Potential: Insight & Career Growth Guide
Real-time Wealth Relationship Jobs Trends in Kanpur, India (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Wealth Relationship in Kanpur, India using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 8392 jobs in India and 41 jobs in Kanpur. This comprehensive analysis highlights market share and opportunities for professionals in Wealth Relationship roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! Wise Finserv is currently hiring and seeking a Wealth Relationship Manager to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Wealth Relationship Manager Jobs Kanpur.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Wise Finserv adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Wealth Relationship Manager Jobs India varies, but the pay scale is rated "Standard" in Kanpur. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Wealth Relationship Manager typically include Financial Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
To improve your chances of getting hired for Wealth Relationship Manager, consider enhancing your skills. Check your CV/Résumé Score with our free Resume Scoring Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.
Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your Wealth Relationship Manager interview at Wise Finserv, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Wise Finserv's products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
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