Relationship Manager

23 hours ago

Vadodara, India 360 ONE Wealth Full time

Role Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research, referrals, and collaboration with internal teamsProvide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.Facilitate digital onboarding and guide clients through their digital investment journeyDeepen client relationships to increase wallet share and long-term engagementRequirements:5+ years of experience in private banking or wealth managementStrong product knowledge and understanding of HNW client needsExcellent communication, relationship management, and advisory skills

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