Investment Product Manager

We’re looking for a Relationship Manager – Wealth , who will be the key face of the business and the final point of contact for clients. The ideal candidate will be responsible for acquiring and managing High Net Worth (HNI) relationships, ensuring the highest standards of service, and providing the right financial advice to help clients achieve their goals.

Key Responsibilities :

• Acquire and manage HNI clients (Affluent & Super Affluent)
• Achieve business targets through cross-selling, client retention, and relationship enhancement
• Stay updated on market trends and investment opportunities to align them with client portfolios
• Manage CRM activities effectively
• Conduct client and partner meetings regularly

Requirements :

Why Join Us

For More Information :

Komal B. / HR Team

Phone / WhatsApp : +91 93289 59079