Relationship Manager

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

 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.

 Build and nurture long-term client relationships while managing and reviewing client

portfolios.

 Convert leads provided by the organization and generate additional business through

self-sourcing.

 Appo...