Billion Asset
- Pune
- Manage and build relationships with HNI/UHNI clients for wealth creation and investment advisory services.
- Understand client financial goals and recommend suitable investment products and portfolio strategies.
- Drive acquisition of recent clients through referrals, networking, and relationship-building initiatives.
- Coordinate with internal investment and research teams to deliver customized wealth solutions.
- Maintain regular interaction with clients for portfolio reviews, market updates, and service support.
- Ensure high standards of client experience, responsiveness, and long-term relationship management.
- Assist clients in execution of investments across mutual funds, PMS, AIFs, bonds, and other financial products.
- Monitor market trends and investment opportunities relevant to client portfolios and wealth objectives.
- Maintain proper documentation, compliance, and CRM records as per company processes.
Pay: ₹200,000.00 - ₹300,000.00 per year
Work Location: In person
📌 Relationship Manager (Pune)
🏢 Make My Crop
📍 Pune
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