Relationship Manager/ Sr Relationship Manager

Designation - Relationship Manager/ Sr Relationship Manager

• As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.
• You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.
• You also counsel them on what their short-term and long-term goals are.
• Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.
• Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.
• Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.
• Increase client database by meeting new clients and taking references

from the existing ones and hence build AUM and AUA for the branch.

• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
• Knowledge:
• Product Knowledge have a detailed knowledge of all products related to Life

Insurance, general insurance, fixed income, mutual funds, etc.

• Wealth/ Portfolio Management understand client portfolio in terms of their risk and

reward appetite and assist them to achieve their financial goals.

• Financial planning/ Investment Advisory have thorough financial and sector

knowledge as well knowledge of competitors, must provide sound and reliable advice to client.