Position: Relationship Manager / Wealth Manager

Location: Malleswaram, Bengaluru

Role Overview

We are seeking dynamic and result-oriented Relationship Managers / Wealth Managers to drive

client acquisition and portfolio management across a wide range of wealth management and

financial products. The role involves building long-term client relationships, expanding the client

base, converting qualified leads, and delivering comprehensive wealth management solutions.

Key Responsibilities

Acquire and manage clients for investment and financial products including Mutual

Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS,

AIF, Estate Planning, and related offerings.

Build and nurture long-term client relationships while managing and reviewing client

portfolios.

Convert leads provided by the organization and generate additional business through

self-sourcing. <...