01Role Overview
The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
Conduct regular portfolio reviews and risk assessments.
Offer customized investment and financial planning solutions.
Stay updated on market trends, financial products, and regulatory changes.
