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SENIOR RELATIONSHIP MANAGER - WEALTH

Muthoot

3 - 8 years

Bengaluru

Posted: 20/11/2025

Getting a referral is 5x more effective than applying directly

Job Description

  • 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 client’s 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

About Company

Muthoot Finance Ltd. is India’s largest Non-Banking Financial Company (NBFC) specializing in gold loans. Headquartered in Kochi, Kerala, the company offers a wide range of financial services including personal loans, insurance, money transfer, forex, and microfinance. Its core business is providing instant loans against gold jewellery, primarily serving the unbanked and underserved population across urban and rural India. With over 6,000 branches and a strong presence in international markets like the UAE, USA, and UK, Muthoot Finance is known for its deep-rooted trust, operational scale, and strong commitment to financial inclusion. The company is publicly listed and regulated by the Reserve Bank of India.

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