Job Description
Position: Relationship Manager / Wealth Manager
Location: Malleswaram, Bengaluru
Role Overview
We are seeking dynamic and result-oriented Relationship Managers / Wealth Managers to drive
client acquisition and portfolio management across a wide range of wealth management and
financial products. The role involves building long-term client relationships, expanding the client
base, converting qualified leads, and delivering comprehensive wealth management solutions.
Key Responsibilities
ο· Acquire and manage clients for investment and financial products including Mutual
Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS,
AIF, Estate Planning, and related offerings.
ο· Build and nurture long-term client relationships while managing and reviewing client
portfolios.
ο· Convert leads provided by the organization and generate additional business through
self-sourcing.
ο· Appo...