Relationship Manager

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and maintain a deep understanding of various investment products such as mutual funds, bonds, equity securities, etc. to offer expert advice to clients.
• Monitor client portfolios regularly to ensure alignment with their risk tolerance and liquidity needs.

Job Requirements :

• 0-5 years of experience in wealth management or related field (e.g., banking).
• Strong knowledge of life insurance industry trends and regulations.
• Familiarity with NBFCs (Non-Banking Financial Companies) is an added advantage.