Profile: Relationship Manager-Investment-Surat-125k

Experience:

4 - 8 years of client-facing experience in financial services, wealth management, investment advisory, brokerage, or institutional sales Salary Range: 100k - 125k Per month

Roles:

- Actively identify, acquire and manage relationships with high-net-worth (HNI) / ultra-HNI clients and institutional partners

- Serve as a trusted advisor, understanding client goals and recommending relevant investment solutions

- Onboard recent clients, build pipelines and drive consistent growth in Assets Under Management (AUM)

- Cross-sell and upsell financial products such as mutual funds, PMS, AIF, equities, fixed income & structured products

- Maintain up-to-date knowledge of market trends, product features and regulatory requirements

- Ensure high levels of client service, communication and satisfaction

- Collaborate with internal teams (research, product, compliance) to deliver holistic solutions

Qualification:

- Graduate/Postgraduate in Finance, Business, Economics, or related field

- MBA/CA/CFP or equivalent qualification is an added advantage

📌 Relationship Manager-Investment-Surat-125k (India)
🏢 Rishi Jobs
📍 India