R
Rozgaarwala.com
Relationship Manager - Current Account
14 days ago
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Important information
Contract type:
Permanent
Location:
Maharashtra, India
Work mode:
Onsite
Published on:
13 October 2026
What they need
- Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients for wealth management services.
- Identify cross-sell opportunities for current accounts, insurance products, mutual funds, PMS, AIFs, structured products, and other financial solutions.
- Develop a deep understanding of client needs to provide tailored wealth management advice and solutions.
- Collaborate with internal teams to resolve customer queries and issues related to their investment portfolios.
- Stay up-to-date on market trends and regulatory changes to maintain expertise in the field.
Role: BFSI, Investments & Trading - Other
Exp: 3-8 years in same segment
Pay: ₹450,000.00 - ₹550,000.00 per year
Benefits:
- Provident Fund
Work Location: In person
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