Relationship Manager

Tipsons Group

Full-time madhya pradesh, madhya pradesh Other-General

Posted:

March 01, 2026

Location:

madhya pradesh, madhya pradesh, India

Job Description

                    2+ yrs. of experience in Wealth Management space. 
Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, etc.) & markets 
Onboarding, Handling and Managing HNI / Ultra HNI clients 
Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography 
Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions 
Ability to work in partnership with the Bank and drive leads & AUM 
Service existing clients with the support of client servicing team 
Constantly review client portfolios and give a birds’ eye view. 
 
                

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Job Overview

Job Type: Full-time

Location: madhya pradesh, India

Posted: March 01, 2026

Deadline: April 10, 2026