Relationship Manager- Wealth Management

Contract Business Operations Specialists

<p><span style="font-size:12px;"><span style="font-family:Georgia,serif;"><strong>The role is responsible for managing client investment portfolios within a mutual fund distribution/wealth management setup. It focuses on delivering ongoing advisory support, portfolio monitoring, client communication, and execution of investment actions aligned with client financial objectives. The role also ensures effective grievance handling and maintains strong relationships with clients and industry stakeholders.</strong></span></span></p> <p> </p> <p><span style="font-size:12px;"><span style="font-family:Georgia,serif;"><strong>Key Responsibilities</strong></span></span></p> <p><span style="font-size:12px;"><span style="font-family:Georgia,serif;">Manage and monitor client investment portfolios across mutual f...