Relationship Manager
Own a portfolio of retail and HNI families, keep their goal-based plans on track, and grow the book through reviews and referrals.
What You Will Do
- Manage a portfolio of client families across mutual funds, insurance and fixed income.
- Run periodic goal reviews and rebalance portfolios in line with the agreed plan.
- Coordinate with the advisory desk on product selection and documentation.
What We Look For
- 2+ years in wealth management or banking sales.
- NISM V-A certification, or willingness to clear it in the first quarter.
- Graduate, fluent in Hindi and English.
