Relationship Manager (India)

Relationship Manager (India)

03 Aug
|
MASTER MIND CONSULTANCY
|
India

03 Aug

MASTER MIND CONSULTANCY

India

Job Title : Relationship Manager

Experience : 4-8 Years

Location : Gurgaon

Roles & Responsibilities:

- Manage and grow affluent client portfolios; conduct regular portfolio reviews.

- Acquire new clients through referrals, networking, and market outreach.

- Collaborate with Advisors for proposal preparation and investment advisory delivery.

- Document all investment advice and ensure compliance discipline.

- Maintain CRM updates, client interactions, and leverage productivity tools.

Requisites:
- Solid background in wealth management and handling HNI/UHNI clients.

- Proven client acquisition, networking, and relationship-building skills.

- Excellent communication and investment advisory capabilities.

- Familiarity with financial products, portfolio management, and wealth processes.

📌 Relationship Manager (India)
🏢 MASTER MIND CONSULTANCY
📍 India

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