Relationship Manager

5 days ago


Kottayam, Kerala, India Doctor wealth Financial Services Pvt Ltd Full time ₹ 2,50,000 - ₹ 3,50,000 per year

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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