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Relationship Wealth Manager

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Indore, Madhya Pradesh, India Swastika Investmart Full time ₹ 9,00,000 - ₹ 12,00,000 per year

KEY RESPONSIBILITIES

Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients.

Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies.

Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.

Financial Planning & Advisory: Develop comprehensive financial plans, including asset allocation, retirement planning, tax optimization, and estate planning.

Recommend and sell financial products such as mutual funds, SIP, insurance, PMS, bonds, NPS and alternate investment products