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4 - 9 years
25.0 - 40.0 Lacs P.A.
Lucknow, Chandigarh, Gurgaon
Posted:2 months ago| Platform: 
Work from Office
Full Time
Role - Relationship Manager Experience - 2 years and above Location - North India Roles - Develop and maintain strong relationships with HNI, UHNI, and Family Office clients, ensuring exceptional client experience and long-term engagement. Provide investment advisory and customized financial solutions across MF, AIF, PMS, and other wealth management products. Drive AUM growth by acquiring new clients and increasing wallet share from existing clients. Conduct market research and analysis to provide insights and investment recommendations aligned with client goals. Work closely with investment, product, and research teams to offer the best-suited solutions to clients. Stay updated with market trends, regulatory changes, and investment opportunities to offer strategic financial planning. Ensure compliance with all SEBI regulations and internal risk management policies .
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