Relationship Manager
5 days ago
Key Responsibilities
- Develop and maintain strong relationships with existing and prospective clients.
- Conduct detailed financial assessments to understand client objectives and risk appetite.
- Recommend suitable investment options across Mutual Funds, PMS, Equity, and Insurance products.
- Assist clients with portfolio reviews, rebalancing, and performance tracking.
- Collaborate with research and operations teams to ensure seamless client servicing.
- Educate clients about market trends, tax-efficient investing, and new product opportunities.
- Achieve business growth targets through proactive client acquisition and retention strategies.
- Ensure compliance with all regulatory and internal company guidelines.
Job Types: Full-time, Permanent
Pay: ₹12, ₹25,000.00 per month
Benefits:
- Paid sick time
Work Location: In person
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