Relationship Wealth Manager

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
  
• Provide personalized investment solutions through mutual funds, PMS, and other financial products.
  
• Identify cross-selling opportunities for insurance, retail sales, and third-party products to increase revenue streams.
  
• Develop and maintain strong relationships with internal stakeholders to ensure seamless delivery of services.
  
• Monitor market trends and economic indicators to provide expert advice on portfolio management.