01Overview
Profile: Relationship Manager-Investment-Surat-125k
Experience:
4 - 8 years of client-facing experience in financial services, wealth management, investment advisory, brokerage, or institutional sales
Salary Range: 100k - 125k Per month
Roles:
Actively identify, acquire and manage relationships with high-net-worth (HNI) / ultra-HNI clients and institutional partners
Serve as a trusted advisor, understanding client goals and recommending relevant investment solutions
Onboard new clients, build pipelines and drive consistent growth in Assets Under Management (AUM)
Cross-sell and upsell financial products such as mutual funds, PMS, AIF, equities, fixed income & structured products
Maintain up-to-date knowledge of market trends, product features and regulatory requirements
Ensure high levels of client service, communication and satisfaction
Collaborate with internal teams (research, product, compliance) to deliver holistic solutions
Qualification:
Graduate/Postgraduate in Finance, Business, Economics, or related field
MBA/CA/CFP or equivalent qualification is an added advantage .
