Relationship manager

Position: Relationship Manager / Wealth Manager
Location: Malleswaram, Bengaluru
Role Overview
We are seeking dynamic and result-oriented Relationship Managers / Wealth Managers to drive
client acquisition and portfolio management across a wide range of wealth management and
financial products. The role involves building long-term client relationships, expanding the client
base, converting qualified leads, and delivering comprehensive wealth management solutions.
Key Responsibilities
 Acquire and manage clients for investment and financial products including Mutual
Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS,
AIF, Estate Planning, and related offerings.
 Build and nurture long-term client relationships while managing and reviewing client
portfolios.
 Convert leads provided by the organization and generate additional business through
self-sourcing.
 Appoint and manage Business Associates to expand bus...