Scope of the Role
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.
Job Description
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.
Ideal Candidates
Candidates with experience in Wealth Management, Banking, Broking, or Investment sales with good communication skills and knowledge of Mutual Funds, Insurance, and Investment products.