Relationship Wealth Manager

We are seeking a Relationship Wealth Manager to acquire high-net-worth (HNI), ultra-high-net-worth (UHNI), and affluent individuals for mutual fund investments. You will be responsible for building strategic partnerships, managing client portfolios, and providing research-based advisory services. This role requires a professional who can maintain strong client relationships, stay updated on market trends, and ensure full compliance with all regulatory and internal policies.

Roles & Responsibilities:

• Client Acquisition: Identify, approach, and acquire HNI, UHNI, and affluent individuals for mutual fund investments.
• Strategic Partnerships: Build strategic partnerships with IFA channels, chartered accountants, and wealth advisors to expand the client base.
• Portfolio Management: Understa...