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Naukri E-hire Campaign
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Relationship Manager

Relationship Manager

Naukri E-hire Campaign

4 - 8 years

6 - 14 Lacs

Surat

Posted:2 months ago| Platform:

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Skills Required

Wealth Management relationship manager HNI Mutual Funds Portfolio Management HNI Sales Relationship Management Portfolio HNI Acquisition RM HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities : Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones. Develop and implement customized investment strategies for HNI clients, ensuring optimal portfolio performance. Identify cross-selling opportunities for other financial products such as insurance, mutual funds, etc. to increase revenue growth. Provide exceptional customer service by resolving queries promptly and ensuring timely resolution of issues. Job Requirements : 4-8 years of experience in HNI client handling, sales, or wealth management. Strong understanding of mutual funds, portfolio management, and RM principles. Excellent communication skills with ability to build strong relationships with HNIs.

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Relationship Manager