Job Overview
Position Title: Relationship Manager (Wealth & Insurance Advisory)
Location: Surat, Gujarat
Employment Type: Full time
Core Objective: To build, nurture, and expand long-term relationships with retail and high-net-worth (HNI) clients by offering expert guidance on mutual funds, SIPs, insurance products, and fixed-income instruments like bonds.

Key Responsibilities
Client Portfolio Management: Serve as the primary point of contact for an assigned portfolio of clients, ensuring exceptional service delivery and regular portfolio reviews.
Financial Advisory & Needs Analysis: Understand clients' financial goals, risk profiles, and life stages to recommend suitable investment and insurance solutions (such as Mutual Funds, SIPs, Life/Health Insurance, and Bonds).
Business Growth & Cross-Selling:



Identify opportunities to expand the client base, acquire current accounts, and cross-sell or upsell relevant financial products to deepen wallet share.
Advisory Campaigns & Offerings: Facilitate client participation in key financial offerings, public debt issues, and structured investment opportunities.
Query & Issue Resolution: Address and resolve client queries, service issues, or documentation requirements promptly and professionally.
Compliance & Documentation: Ensure strict adherence to Know Your Customer (KYC), regulatory guidelines, and internal documentation standards.

📌 Relationship Manager Surat (India)
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