Job Title : Relationship Manager
Experience : 4-8 Years
Location : Gurgaon
Roles & Responsibilities:
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Manage and grow affluent client portfolios; conduct regular portfolio reviews.
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Acquire new clients through referrals, networking, and market outreach.
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Collaborate with Advisors for proposal preparation and investment advisory delivery.
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Document all investment advice and ensure compliance discipline.
- Maintain CRM updates, client interactions, and leverage productivity tools.
Requisites:
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Strong background in wealth management and handling HNI/UHNI clients.
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Proven client acquisition, networking, and relationship-building skills.
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Excellent communication and investment advisory capabilities.
- Familiarity with financial products, portfolio management, and wealth processes.
