As a Relationship Manager in a wealth firm, you will oversee client portfolios, build and maintain client relationships, provide personalized financial advice, identify investment opportunities, and coordinate with internal teams to ensure top-tier service delivery. Your goal is to enhance client satisfaction and grow the firm’s wealth management business.
As a Telecaller in a wealth firm, your responsibilities include contacting potential clients, conducting market research, promoting wealth management services, scheduling meetings for Relationship Managers, and maintaining client databases. Your role is pivotal in generating leads, enhancing client engagement, and supporting the firm's growth in the financial sector.
A Sales Executive in a financial firm identifies and pursues sales opportunities. They build client relationships, offer tailored financial solutions, and achieve sales targets. Responsibilities include market research, client consultations, and maintaining strong industry knowledge to effectively promote and sell financial products and services.