Relationship Manager

Profile : Relationship Manager / Senior Relationship Manager

Location : Pan India

Job Summary :

As a Relationship Manager/Senior Relationship Manager, you will be responsible for providing

personalized financial advice and guidance to high net worth individuals. You will play a crucial role in

managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.

This is a dynamic role that requires a deep understanding of financial markets, strong analytical skills,

and exceptional interpersonal abilities.

Responsibilities:

Understanding the financial need & risk appetite of the client & recommending suitable

products from the array of financial products available with us like - Mutual Funds, PMS,