Relationship Manager

4 days ago


Ahmedabad Mumbai Vadodara, India Bajaj Capital Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Job Title: Relationship Manager Wealth Management

Seeking a client-focused Relationship Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management.

Key Responsibilities

  • Manage and strengthen relationships with high-net-worth clients.
  • Understand clients financial goals and provide suitable investment, advisory, and banking solutions.
  • Collaborate with product specialists to deliver comprehensive wealth strategies.
  • Proactively identify new business opportunities and drive portfolio growth.

Qualifications

  • Experience in wealth management, private banking, or financial advisory.
  • Strong communication and client-relationship skills.
  • Solid understanding of investment products i.e. Mutual fund , PMS, AIF , Fixed Deposit and Insurance .

Interested candidates please share their resume



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