Relationship Manager/Wealth Manager

Candidate will be the first employee at Bangalore and would start at a co-working space

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.
• Appoint and manage Business Associates to expand business reach.
• Drive revenue generation across products and services while achieving defined business targets.
• Provide clients with suitable wealth management, financial planning, and investment solutions.