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Wealth Relationship Manager

Employer
Vartul Solutions Private Limited
Location
Mumbai
Salary
Based on experience of the candidate
Closing date
Mar 19, 2021

View more

Wealth Relationship Manager for Multipie

www.multipie.co

Multipie is a community of investors to learn, share and collaborate in a trusted environment. 

As we build a thriving community around the shared interest of investing, we are hiring a Relationship Manager for emerging affluent wealth management clients.

 

Qualification: 

CA / CFA / MBA
Post graduate
1-3 years of experience

 

Location: Mumbai, Remote work till COVID

 

Skills required:

Good written communication skills

Good idea of financial markets

Knowledge of investment products for individuals

Savvy with fintech products

 

Preferred experience:

Should have worked in wealth management or MF industry 

 

Functions:

Keep abreast of market trends, new issuances, financial results etc.

Build a curated knowledge center

Build FAQs for clients queries related to investments and portfolios

Guide clients and address their investments needs aided by our proprietary algorithm models

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