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Wealth India Financial Services

Virtual Relationship Manager - Wealth

Wealth India Financial Services

Chennai, Tamil Nadu, India
Full-Time
Posted 13 days ago

Opens the application on apna.co

Job Description & Responsibilities

  • Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences. ● Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards. ● Provide clear and easy-to-understand guidance on investment concepts and strategies. ● Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances. ● Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines. ● Build and maintain strong, long-term relationships with clients. ● Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development

Job Details

Employment TypeFull-Time
Work ModeOn-Site
Experience0 – 0 years
Positions1

Posted by

N/A

Posted on:

16 Oct 2026

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