Relationship Manager - Wealth

Opening with a leading Broking Firm

Role : Relationship Manager - Wealth

Location : Bangalore

Roles & Responsibilities :

* Focus on AUM growth and retention while managing and growing HNI/UHNI customer relationships.

* Use tailored wealth solutions to expand your clientele and strengthen your current connections.

* Offer and distribute investment solutions such as mutual funds, PMS, AIFs, fixed income, structured products, insurance, and others.

* To create specialized investing strategies, comprehend the goals and risk profiles of your clients.

* Promote advisory-led revenue growth and conduct routine portfolio evaluations.

* Work together with the investing, product, and research teams to provide comprehensive wealth solutions.

* Ensure that regulatory and compliance standards are followed while maintaining a high level of client interaction.

Interested candidates please share your CV on [email protected]

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