Relationship Manager - Wealth Management

You will be responsible for onboarding new funds by acquiring new preferred HNI/Ultra HNI Clients. Your primary focus will be to provide exceptional service to existing clients in order to deepen relationships and increase investments from them. Acquiring new clients through various channels such as e-mail marketing, networking, IAP's, and calling will be a key part of your role. In addition, you will be required to prepare financial plans for clients in order to guide them towards a goal-based approach for their investments. Conducting portfolio reviews for clients will also be a crucial aspect of your responsibilities, which will involve considering the current economic scenario, evaluating client risk profiles, and rebalancing portfolios according to asset allocation requirements. Furthermore, you will be expected to prepare MIS and generate relevant reports to support decision-making processes within the organization.,