Job Description �� Wealth Relationship Manager
Roles and Responsibilities
�� Catering to the investment needs of clients by providing them research-based advice
in MF, Insurance, PMS & Structured Products offerings.
�� Manage clients through client visits, suggest financial products to the clients and achieve
business target.
�� Responsible for product penetration and increasing client��s wallet share.
�� Identifying prospective clients & acquiring new clients.
�� Candidate should have experience of managing / acquiring wealth & HNI Customers.