Relationship Wealth Manager

* Manage and build strong relationships with HNI and affluent clients

* Acquire new clients and generate business through referrals and market activities

* Understand clients financial goals and provide suitable investment solutions

* Manage and grow the existing client portfolio and AUM

* Cross-sell financial and investment products such as Mutual Funds, Insurance, Bonds, PMS, etc.

* Develop long-term relationships with clients and ensure excellent customer service

* Achieve assigned sales, revenue and business targetsRole & responsibilities