Relationship Manager - Wealth Management - Financial Boutique Firm

Relationship Manager - Wealth Management - Financial Boutique Firm

Experience: 5+ years of work experience in wealth management products in a Financial Boutique Firm.

Location: Pune

Job role:

- Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. conversions

- Track key business initiatives and focus areas on the acquisition

- Comfortable dealing with high net worth individuals

- An understanding of financial markets and terminology

- Drive partnerships by generating wealth profile leads, drive introductions and conversation