Posted:2 weeks ago|
Platform:
On-site
Full Time
TriGen Wealth, a venture under Prime Securities Ltd, is committed to delivering innovative, client-focused financial solutions. Led by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends traditional values with modern thinking to redefine wealth services. With decades of experience in banking, securities, and wealth services, the firm emphasizes professionalism, transparency, and client-centricity. Our team leverages AI and automation to provide exceptional client service, adhering to stringent regulatory standards and promoting a collaborative work culture.
This is a full-time, on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for managing and building client relationships, providing tailored financial advice, and ensuring client satisfaction. Daily tasks include portfolio management, conducting financial analysis, developing investment strategies, and collaborating with internal teams to deliver seamless client service. The role also involves staying updated with financial market trends and regulatory changes to offer informed recommendations.
TriGen Wealth
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