Position Overview:

Relationship Manager is responsible for managing portfolio and generate business through cross sell of third -party products. RM will closely work along with manager for maximum reach and optimizing business on their existing portfolio.

Key Responsibilities:
Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing portfolio.
Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and long term investment goals
Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
Appropriately assess risk when business decisions are made,



demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
Optimal qualification for success on the job is:
Graduate / Post graduate from a recognized institute
3+ years of relevant experience
NISM, AMFI, IRDA or PMS certified

Benefits:
Market-competitive salary and performance-based incentives.
Comprehensive health benefits package.
Opportunities for growth opportunities and advancement.
Supportive work setting with a focus on teamwork and collaboration.

📌 Relationship Wealth Manager Noida
🏢 Invest Value Fintech
📍 Noida