Relationship Manager - Wealth
Responsibilities :
- Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.
- Responsible for selling various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.
- Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.
- Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.
- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.
Didn’t find the job appropriate? Report this Job