Relationship Manager - Broking

Job Description:

- Focus on AUM growth and retention while managing and growing HNI/UHNI customer relationships.

- Use tailored wealth solutions to expand your clientele and strengthen your current connections.

- Offer and distribute investment solutions such as mutual funds, PMS, AIFs, fixed income, structured products, insurance, and others.

- To create specialized investing strategies, comprehend the goals and risk profiles of your clients.

- Promote advisory-led revenue growth and conduct routine portfolio evaluations.

- Work together with the investing, product, and research teams to provide comprehensive wealth solutions.

- Ensure that regulatory and compliance standards are followed while maintaining a high level of client interaction.