Relationship Manager (Wealth)

Update

1) Acquiring new clients and managing existing customers.

2) Cross-selling third-party investment products like equity, mutual funds, PMS, AIF, and
insurance.

3) To manage customers in the branch or through client visits & provide financial/investment
advisory; develop new relations through referencing & other sources.

4) To generate leads and act as a productive resource by meeting targets, thereby ensuring the
organisation's budgetary expectations fulfilment.

5) Advise Corporate / Promoters / HNI clients on various investment opportunities available in
the market and help them generate a high ROI (Return On Investment)

Updating customers on the changes in trends in the business landscape.