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Relationship Manager

Relationship Manager

Waytogo Consultants

4 - 9 years

5 - 14 Lacs

Bengaluru, Hyderabad, Mumbai (All Areas)

Posted:2 months ago| Platform:

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Skills Required

HNI Portfolio Management Retail Branch Banking Wealth Management Casa burgundy Mutual Funds Retail Liabilities relationship manager HNI Sales TPP imperia senior relationship manager

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Work from Office

Job Type

Full Time

Job Description

1. Client Acquisition & Portfolio Management Acquire and manage a portfolio of HNI & Affluent clients . Develop long-term relationships by offering tailored financial solutions . Ensure deep engagement with existing clients to enhance product penetration and increase wallet share. 2. Wealth Management & Advisory Services Provide customized wealth solutions, including mutual funds, insurance, fixed deposits, bonds, structured products, and lending solutions . Conduct periodic portfolio reviews and financial planning discussions. Collaborate with investment specialists to offer personalized investment strategies.

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Waytogo Consultants

www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

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CEO
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