Investment Product Manager

2 days ago

New Delhi, India TekPillar® Full time

We’re looking for aRelationship Manager – Wealth , who will be the key face of the business and the final point of contact for clients. The ideal candidate will be responsible for acquiring and managing High Net Worth (HNI) relationships, ensuring the highest standards of service, and providing the right financial advice to help clients achieve their goals.Key Responsibilities: Acquire and manage HNI clients (Affluent & Super Affluent) Achieve business targets through cross-selling, client retention, and relationship enhancement Stay updated on market trends and investment opportunities to align them with client portfolios Manage CRM activities effectively Conduct client and partner meetings regularlyRequirements: Education:Postgraduate / MBA or equivalent Experience:Minimum 2–6 years in investment products and equity Domain Knowledge:Equity and Investment Products Technical Skills:Proficiency in MS OfficeWhy Join Us Opportunity to work with a leading wealth management/PCG platform. Manage high-value HNI & UHNI portfolios. Competitive compensation and performance-based incentives. Career growth within a client-focused and performance-driven organization.For More Information: Komal B. / HR Team Phone/WhatsApp: +91 93289 59079

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