Relationship Manager

Designation : Relationship Manager Customer Engagement

Grade : Manager

Location : Mumbai

Experience : Min 3 years of experience in Corporate / business banking.

Responsibilities :

• Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions.
• Acquire new clients through referrals, networking, and market engagement.
• Drive revenue growth by optimizing product mix and increasing client asset size.
• Represent a spectrum of products Mutual Funds, PMS, AIFs, and alternate asset strategies with customized solutions aligned to client mandates.
• Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha generating portfolios.
• Influence client decisions through market insights and strategic advisory rather than transactional product pitches.

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