Relationship Manager (PMS)
Corporate Stalwarts
Full-time
Advertising, Marketing, Promotions, Public Relations, and Sales Managers
Location
Bengaluru, Karnataka, India
Posted
June 24, 2026
Job Description
Job Description
Requirements
Mutual funds,PMS
Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
● Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
● Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
● Prepare client briefs, review notes for ongoing reviews and meetings.
● Ensure timely communication and updates to clients on key portfolio actions or changes.
● Get leads and references from clients and increase wallet share with them.
● Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
Requirements
Mutual funds,PMS