Job Description Customer Engagement Channel

Designation: Relationship Manager – Customer Engagement

Grade: Manager

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 Gujarat (India)
🏢 Syncro Squad
📍 India