About the opportunity
Job Overview
<p>The Relationship Manager role focuses on managing affluent and emerging wealth customers by offering investment and wealth management solutions such as Mutual Funds, Insurance, Demat, and other financial products.</p> <p>Managing affluent and emerging wealth customers
Selling investment and wealth products
Building long-term customer relationships
Increasing AUM (Assets Under Management) and revenue
Opportunity to grow into Senior Wealth RM / Portfolio Manager roles.</p> <p>Candidates with experience in Wealth Management, Banking, Broking, or Investment sales with good communication skills and knowledge of Mutual Funds, Insurance, and Investment products.</p>