Relationship Manager

Gurgaon - India

Monthly Salary: Not Disclosed

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title : Relationship Manager

Experience : 3-8 Years

Location : Gurgaon

Roles & Responsibilities:

Manage and grow affluent client portfolios; conduct regular portfolio reviews.
Acquire new clients through referrals networking and market outreach.
Collaborate with Advisors for proposal preparation and investment advisory delivery.
Document all investment advice and ensure compliance discipline.
Maintain CRM updates client interactions and leverage productivity tools.

Requisites:

Strong background in wealth management and handling HNI/UHNI clients.
Proven client acquisition networking and relationship-building skills.
Excellent communication and investment advisory capabilities.
Familiarity with financial products portfolio management and wealth processes.

Required Skills:

Client ManagementClient AcquisitionAdvisory ExecutionHNIWealth Management

Job Title : Relationship ManagerExperience : 3-8 YearsLocation : GurgaonRoles & Responsibilities: Manage and grow affluent client portfolios; conduct regular portfolio reviews. Acquire new clients through referrals networking and market outreach. Collaborate with Advisors for proposal preparation...