Job Description
Job Title : Relationship Manager
Experience : 4-8 Years
Location : Gurgaon
Roles & Responsibilities:
- Manage and grow affluent client portfolios; conduct regular portfolio reviews.
- Acquire new clients through referrals, networking, and market outreach.
- Collaborate with Advisors for proposal preparation and investment advisory delivery.
- Document all investment advice and ensure compliance discipline.
- Maintain CRM updates, client interactions, and leverage productivity tools.
Requisites:
- Strong background in wealth management and handling HNI/UHNI clients.
- Proven client acquisition, networking, and relationship-building skills.
- Excellent c...