Relationship Manager - Wealth

Roles & Responsibilities :

• Responsible for direct client interactions, account management and driving revenue.
• Identify customer needs, assessing their risk appetite and providing them with investment options.
• Assist in new client acquisition, building new relationship and increasing the depth of existing relationships.
• Conduct regular client meetings and update same in meeting tracker.
• Regular updates to the clients regarding market changes and subsequent changes to the portfolios.

Location : Andheri - Mumbai

Qualification Needed : Graduation / Post Graduation. NISM 8 certification.

Relevant Experience : 5 10 years