Experience: Min 3 years of experience in Corporate / business banking. Total experience up to 10
years.
Qualification: CA/ CFA/ MBA (Finance)
Responsibilities
Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions.
Acquire current clients through referrals, networking, and market engagement.
Drive revenue growth by optimizing product mix and increasing client asset size.
Represent a spectrum of products – Mutual Funds, PMS, AIFs, and alternate asset strategies
– with customized solutions aligned to client mandates.
Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha generating portfolios.
Influence client decisions through market insights and strategic advisory rather than transactional product pitches.
📌 Relationship Manager Cec Surat
🏢 Syncro Squad
📍 Surat
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