Relationship Manager

Responsibilities

• Understand client financial needs and risk appetite to recommend suitable products including Mutual Funds, PMS, Bonds, NCD, Structured Products, Equity, AIF, Private Equity, Real Estate, and Insurance
• Advise affluent clients on investments across a wide gamut of wealth products
• Analyze client portfolios and provide necessary investment suggestions
• Establish trust and confidence with clients to address financial needs
• Achieve financial goals while maintaining organizational brand value
• Ensure highest levels of customer service and experience
• Update clients on research calls and advise on asset allocation

Requirements

• Bachelor's degree in finance, Economics, or a related field
• Proven experience as a Wealth Relationship Manager or similar role in financial services
• Strong knowledge of investment products and wealth management practices
• Excellent communication and interpersonal skills
• Ability to build and maintain long-term client relationships
• Strong analytical and problem-solving abilities