Job Title: Sr. Relationship Manager - Wealth Management & Mutual Funds
Location: Bengaluru
Department: Wealth Management & Mutual Funds
Experience: 4 to 7 years of relevant experience in wealth management, mutual funds, financial advisory, or investment consulting.
Role Overview
As a Sr. Relationship Manager - Wealth Management & Mutual Funds, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer holistic wealth solutions through deep engagement and financial planning.
Key Responsibilities
Candidate Profile:
Educational Qualifications
Certifications
Experience
Skills & Attributes
Relationship Manager - Wealth Management & Mutual Funds • Bengaluru / Bangalore, India
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