Relationship Manager - Wealth

Relationship Manager, Wealth

CAGRfunds | Wadala East, Mumbai | Full time, on site | Monday to Friday

Company Description

CAGRfunds is a wealth management company that simplifies the investing decision making process. We work with families and individuals to help them build, protect and grow their wealth over the long term. Our clients stay with us because we know them well and we do right by them.

Role Description

We are looking for a Relationship Manager who can take full ownership of a set of wealth clients. You will be the person your clients call first, for service and for any question about their portfolio. You will look after their investments, keep them informed, and build relationships that last. This is a role for someone who wants to manage their own client book and be trusted with it.

Primary responsibility would include:

• Manage a book of wealth clients end to end, covering service and everything related to their portfolios
• Understand each client's goals, risk appetite and family situation, and keep their portfolios on track
• Manage client investments across mutual funds, bonds, insurance, PMS and AIFs
• Answer client questions on their portfolios clearly and honestly, and run regular portfolio reviews
• Handle transactions, queries and documentation with the operations team, so nothing slips
• Grow your book by deepening existing relationships, and through referrals and new clients
• Work closely with our investment, operations and compliance teams, and keep accurate client records

Qualifications

• 2 years of experience in wealth management (CFPs will be preferred)
• Experience of working with a mutual fund distributor will be preferred (1-2 year experience is preferred)
• Good working knowledge of mutual funds, bonds, insurance, PMS and AIFs
• Experience handling client relationships directly
• Ability to explain products and trade offs in simple, honest language
• NISM certifications (such as Series V A) and a valid AMFI registration are a plus
• Strong communication skills, and a calm, trustworthy way of working with clients
• Ownership mindset: you follow up, you remember the details and you take responsibility

What we offer

• A real client book that you manage and grow as your own

• Performance linked incentives

• Direct access to the founders and a close, small team

• Exposure to the full range of wealth products, including PMS and AIFs

• Room to grow as the firm grows, and a five day work week