About the opportunity
Job Overview
<p>The Relationship manager will be responsible to acquire and grow the Portfolio by providing personalized financial solutions and Investment advisory . Ensure Long-term Relationship values , revenue growth and build AUM.</p> <ul>
<li>Provide portfolio management advise & guide the client to ensure the investments are in line with their goals.</li>
<li>Servicing existing clients with the support of client servicing team.</li>
<li>Analyze market trends and make recommendations to clients on portfolio adjustments.</li>
<li> Adhering to all regulatory, statutory, and corporate compliance standards.</li>
<li> Strong blend of analytical thinking and operations execution.</li>
<li> Effectively networking across markets and generating potential business leads.</li>
</ul> <p><b><span style="font-size:10.5pt;font-family:Nunito;">Looking for Candidates from Banks / Wealth Management
firms having good experience in Acquiring and handling HNI / UHNI clients . <br>
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