We are looking for a Relationship Manager to acquire and manage Affluent and Super Affluent clients, grow AUM, and provide customized investment solutions.
Key Responsibilities
Acquire new clients through open market and existing networks.
Build and manage a portfolio of high-value clients.
Grow AUM through relationship management and cross-selling.
Understand client financial goals and provide suitable investment solutions.
Generate leads and convert prospects into long-term clients.
Stay updated on financial markets and investment products.
Coordinate with internal product and research teams.
Participate in seminars, workshops,
and business development activities.
Products Handled
Mutual Funds
SIPs
Demat / Equity
PMS
Insurance
CASA experience can also be considered.
Candidate Profile
Experience in Wealth Management, Banking, or Financial Services.
Solid client acquisition and relationship management skills.