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Relationship Manager Wealth

Muthoot Fincorp

Job Location:

Chennai - India

Yearly Salary: INR 1 - 6

Posted: 1 October 2026 (13 hours ago)

Application Deadline: 29 December 2026

Vacancies: 1 Vacancy

Job Summary

Identify opportunities to expand the client base through referrals networking and prospecting to meet revenue targets.
Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Achieve financial goals of the clients through various product lines like LI MF FI GI and other liabilities products.
Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL.
Build and maintain strong long-term relationships with high-net-worth clients by understanding their financial goals needs and risk tolerance.
Collaborate with clients to develop comprehensive financial plans that encompass investments estate planning retirement tax strategies and wealth preservation.
Educate clients about market trends investment options and financial planning strategies to empower them to make informed decisions.

Manage clients investment portfolios by selecting appropriate asset classes investment vehicles and strategies to achieve their financial objectives.
Evaluate clients risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks.
Adhere to all regulatory guidelines and compliance standards ensuring that clients investments comply with relevant laws and regulations

Required Experience:

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About Company

Muthoot Fincorp

Muthoot FinCorp is one of the leading NBFCs that offers hassle free & instant online gold loans for every need! Avail instant online ✓Gold Loan ✓Small Business Loan ✓Two Wheeler Finance ✓Used Car Loan ✓Home Loan. Apply, and get quick loan approvals.

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