Relationship Manager

Job Title: Relationship Manager / Senior Relationship Manager – CEC

Location: Ahmedabad / Baroda / Surat

Experience Required: 3–7 Years

Job Responsibilities:

• Manage and grow relationships with HNI / affluent clients

• Handle client investment portfolios and provide wealth management solutions

• Promote investment products such as Mutual Funds, PMS, and AIF

• Acquire new clients and maintain long-term relationships with existing customers

• Understand client financial goals and recommend suitable investment strategies

• Coordinate with internal teams to ensure excellent client servicing

Candidate Profile:

• Experience in Wealth Management, Elite Banking, Investment Advisory, or Portfolio Management

• Strong understanding of Mutual Funds, PMS, and AIF products

• Candidates from Banks, Securities Firms, Broking Houses, Wealth Counters, or Financial Services background preferred

• Excellent communication and relationship management skills

• Stable career background with good client-handling exposure

Preferred Companies:

Top Banks, AMC, Securities, Wealth Management Firms, NBFCs, or Investment Advisory companies.

Interested candidates can share their updated resume.

• It is a Full Time Sales / Business Development job for candidates with 3 - 6+ years Experience.