Relationship Manager - Wealth

Relationship Manager - Wealth

Responsibilities :

- Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.

- Responsible for selling various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.

- Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.

- Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.

- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.