Client Manager

MFA Wealth Private Limited

Happyness Factory is a world-class goal-based investing ecosystem with the operating principle of Led by technology and assisted by Humans. Our mission is to help every individual to achieve financial freedom so that they can pursue what matters most to them – “A Happy rich Life”. Along with experienced financial coaches, Happyness Factory utilizes a state-of-the-art technology ecosystem to help investors identify, plan and achieve their financial goals.

Role:

• To Monitor and address HNI clients on Goal based investment.
• Deliver a great client experience leading to building and growing existing AUM and work towards getting maximum client wallet share.
• Resolution of all queries for all managed clients within specified TAT.
• Collaborating in acquiring and leading client relationships and ensuring to get maximum references from them.
• Conducting regular reviews for the clients.
• Staying informed and updated about market trends, economic conditions, and changes in regulatory landscape.

Required Skills:

• Hands-on experience of 6 + years in client management (with a minimum of 4+ Years in any Mutual Fund Industry / financial space) with good understanding of financial markets and financial products.
• A go-getter, yet a pleasing personality with excellent networking and people skills with respect to both - clients and the team.
• Ability to close clients and build excellent rapport with clients, identify, track and close opportunities, possess excellent verbal and written communication, ability to handle diverse set of clients. CFP preferred.
• Excellent presentation skills.
• Tech-savvy with a good understanding of social media platforms.
• Excellent understanding on financial market, financial products including Mutual funds, Insurance, PMS, AIF and others.

Qualification: Graduation /Post Graduation + AMFI Certified (VA), would prefer CFP or NISM XA & XB certified

Website: www.happynessfactory.in

Address: MFA Consulting Private Limited, 301, 3rd Floor, Narain Chambers, M. G. Road, Next to Vodafone Gallery, Vile Parle-East. Mumbai – 400057.

Contact: 9920260894

Email id: namrata.b@happynessfactory.in