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Arunika Services Pvt Ltd
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Relationship Manager (Wealth Management)

Relationship Manager (Wealth Management)

Arunika Services Pvt Ltd

4 - 6 years

|

6 - 7 Lacs

Posted:1 day ago| Platform:

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Skills Required

excel investment products wealth management communication and interpersonal skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

NOTE: No Sales Involved

Act as the primary point of contact for our clients, ensuring seamless service and relationship continuity.
Understand client needs and coordinate across financial products, tax planning, and estate planning solutions.
Conduct regular portfolio reviews, provide insights, and ensure alignment with client objectives.
Manage client documentation, compliance, and reporting requirements with accuracy and confidentiality.
Liaise with internal teams to deliver integrated wealth management services.
Maintain high standards of client satisfaction through proactive communication and problem resolution.
Knowledge in Personal Taxation is added advantage,

Preferred candidate profile

Minimum 5 years of experience in Client Management in Financial Services Industry
Preferred Candidates: People who worked in AMCs, Banks, and in any Financial Product Distribution Company
Qualification: Graduate
Eager to update themselves with new products and regulation
Proficient in Microsoft Excel

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Arunika Services Pvt Ltd

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