Wealth Relationship Manager

Location
Mumbai
Salary
Based on experience of the candidate
Posted
18 Jan 2021
Closes
19 Mar 2021
Industry Sector
Fintech/Insurtech
Employment Type
Full Time
Education
Masters

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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