Relationship Manager

Key Responsibilities

• Develop and maintain strong relationships with existing and prospective clients.
• Conduct detailed financial assessments to understand client objectives and risk appetite.
• Recommend suitable investment options across Mutual Funds, PMS, Equity, and Insurance products.
• Assist clients with portfolio reviews, rebalancing, and performance tracking.
• Collaborate with research and operations teams to ensure seamless client servicing.
• Educate clients about market trends, tax-efficient investing, and new product opportunities.
• Achieve business growth targets through proactive client acquisition and retention strategies.
• Ensure compliance with all regulatory and internal company guidelines.

Job Types: Full-time, Permanent

Pay: ₹12,046.61 - ₹25,000.00 per month

Benefits:

• Paid sick time

Work Location: In person