About the Role
Profile : Relationship Manager / Senior Relationship Manager
Location : Pan India
Job Summary :
As a Relationship Manager/Senior Relationship Manager, you will be responsible for providing
personalized financial advice and guidance to high net worth individuals. You will play a crucial role in
managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.
This is a dynamic role that requires a deep understanding of financial markets, strong analytical skills,
and exceptional interpersonal abilities.
Responsibilities:
Understanding the financial need & risk appetite of the client & recommending suitable
products from the array of financial products available with us like - Mutual Funds, PMS,
...
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