Job Description
Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.
Title: Relationship Manager (RM)_Wealth
Location: Gurgaon
Education: Graduate
Experience: 3 - 8 years in Wealth Management
About the Role: The Relationship Manager (RM) will be responsible for managing affluent client portfolios, acquiring new clients, and delivering high-quality investment advice. The role works closely with Advisors/Investment Analysts to ensure effective advisory execution, strong client outcomes, and consistent engagement.
Key Responsibilities:
1. Client Management:
- Manage and grow affluent client portfolios
- Conduct periodic portfolio reviews and performance discussions
- Build long-term, trusted client relationship...
Title: Relationship Manager (RM)_Wealth
Location: Gurgaon
Education: Graduate
Experience: 3 - 8 years in Wealth Management
About the Role: The Relationship Manager (RM) will be responsible for managing affluent client portfolios, acquiring new clients, and delivering high-quality investment advice. The role works closely with Advisors/Investment Analysts to ensure effective advisory execution, strong client outcomes, and consistent engagement.
Key Responsibilities:
1. Client Management:
- Manage and grow affluent client portfolios
- Conduct periodic portfolio reviews and performance discussions
- Build long-term, trusted client relationship...
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