Relationship Manager- Wealth

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: 18 hours ago

Vacancies: 1 Vacancy

Job Summary

Role Overview

RMs manage affluent portfolios acquire clients and deliver advice with the support of
Advisors.

Key Responsibilities

1. Client Management
- Manage portfolios and reviews

2. Client Acquisition
- Referrals
- Network building

3. Advisory Execution
- Work with Advisors
- Document advice

4. CRM & Platform Use
- Maintain funnels
- Use AI RM-CoPilot

Required Skills:

Acquisition SalesWealthHNIUHNI

Role Overview RMs manage affluent portfolios acquire clients and deliver advice with the support ofAdvisors. Key Responsibilities 1. Client Management- Manage portfolios and reviews 2. Client Acquisition- Referrals- Network building 3. Advisory Execution- Work with Advisors- Document advice 4. CRM &...