Relationship Manager

Hiring: Relationship Manager

Locations: Chennai | Kochi | Bengaluru

🔹 Key Responsibilities:
• Manage and cater to investment needs of Mass Affluent / HNI clients
• Recommend wealth products such as Mutual Funds, PMS, AIF, Bonds, Direct Equity, Unlisted Shares, and Equity Advisory Products
• Achieve AUM, revenue, and client acquisition targets
• Provide customized wealth and investment advisory solutions to clients
• Conduct regular portfolio reviews aligned with client investment goals
• Build and maintain strong long-term client relationships
• Coordinate with branch teams for joint client meetings and business generation
• Ensure all processes and compliance guidelines are followed

🔹 Candidate Requirements:
• Strong communication and relationship management skills
• Experience in Wealth Management, Banking, Financial Services, or Investment Advisory preferred
• Good understanding of investment products and financial markets
• Target-driven and customer-focused mindset

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 1 - 2 years of experience.