03 Aug
|
ISOLN Wealth
|
Maharashtra
03 Aug
ISOLN Wealth
Maharashtra
Job Summary :
We are seeking an experienced and agile Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with solid relationship-building capabilities, comprehensive investment product knowledge, and a client-centric approach.
Key Responsibilities :
• Acquire and manage HNI, Affluent, and Emerging HNI clients.
• Build and maintain long-term client relationships.
• Advise clients on investment and wealth management solutions.
• Conduct portfolio reviews and financial planning discussions.
• Generate recent business through referrals, networking, and prospecting.
• Drive AUM growth and revenue generation.
• Ensure high levels of client satisfaction and service excellence
📌 Senior Relationship Manager Maharashtra
🏢 ISOLN Wealth
📍 Maharashtra