Wealth Manager/ Relationship Manager - B2C

Key Responsibilities

• Proactively identify and acquire high-profile clients
• Collaborate with Bank Relationship Managers (RMs) to access their client bases and cross-sell Sanguines specialised investment products.
• Deliver holistic advisory services, managing client portfolios across Broking, Insurance, Unlisted Shares, Mutual Funds, Bonds, and Debentures.
• Schedule regular client meetings to review performance, rebalance portfolios based on market trends, and leverage Sanguine’s proprietary research for optimal results.