A- Minimum required Accountabilities for this role

- Drive AUM growth, cross-sell, and revenue generation through existing and

recent client relationships.

- Acquire new clients through referrals, networking, and targeted outreach.
- Achieve defined business and productivity targets.
- Stay updated on market trends, product developments, and investment

opportunities.

- Participate in investor awareness sessions, client events, and market

discussions.

- Understand client goals, risk appetite, and financial needs to recommend

suitable investment solutions.

- Offer advisory across:
- Mutual Funds & Fixed Income
- Broking & Insurance
- Structured Products & Alternate Assets
- Conduct regular portfolio reviews and market updates with clients.
- Build, manage, and grow long-term relationships with HNI and affluent

clients.

- Act as the primary point of contact for clients across investments, portfolio

reviews, and service needs.





- Deliver a high-quality, personalized client experience at every touchpoint.
- Ensure all activities are conducted in line with regulatory guidelines, internal

policies, and suitability norms.

- Maintain accurate documentation and client records.

B- Additional Accountabilities pertaining to the role

- Track market trends and provide advisory insights to clients
- Coordinate with product and research teams for tailored investment solutions
- Technology adoption to enhance client servicing, streamline portfolio

management in a digital-first environment.

- Maintain accurate client records and documentation
- Support digital adoption and wealth platform usage among clients
- Participate in client engagement events and investor awareness initiatives

📌 Relationship Manager - Wealth (Pune)
🏢 SKILLVENTORY
📍 Pune