Relationship Manager - Wealth & Investment Management

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 prospects 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