Hiring a Wealth Relationship Managers & Investment Counsellors

Dear Candidates,

Greetings for the day..!!

We are hiring a Wealth Relationship Managers & Investment Counsellors for Mumbai location.

Key Responsibilities:

• Actively engage with clients to understand their financial goals and offer tailored wealth management

solutions, including Mutual Funds, Advisory Portfolios, and Goal Planning services.

• Build and manage long-term client relationships, providing expert advice and fostering trust with high-

net-worth individuals

• Drive sales targets by identifying cross-selling and upselling opportunities within the wealth

management product suite.

• Develop and implement strategies to attract new clients, while expanding services to existing clients.

• Ensure adherence to internal processes, compliance standards, and regulatory requirements in all client

interactions.

• Stay up-to-date with market trends, financial products, and industry developments to offer clients the

best possible solutions.

• Regularly communicate with clients to review portfolios, assess their evolving needs, and recommend

appropriate adjustments to their investment strategies.

• Maintain accurate records of client interactions, transactions, and documentation to ensure smooth

operations and compliance.

Requirements:

• Graduate/Post Graduate

• Minimum of 2+ years of experience in a sales-oriented role within the financial services or wealth management industry.

• Strong knowledge of wealth management products such as Mutual Funds, Advisory Portfolios, and Goal Planning.

• Strong organizational and process-following abilities.

• Experience working with high-net-worth clients.

• Familiarity with CRM tools or financial planning software.

• Relevant certifications in financial planning or wealth management (e.g., CFP, CFA) would be an

advantage.

If interested kindly share your cv @akshata.saindane@iiflcapital.com

Regards,

Team HR

IIFL Capital