Relationship Manager Wealth Management
angel broking
Bengaluru, Bangalore Urban, India
6h ago
source : Aasaanjobs
  • The relationship manager will be responsible for acquiring preferred clients (HNI / Ultra HNI). · Carry out quarterly / annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile.
  • Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients · To coordinate with product and research team for taking investment decision for the clients.
  • Bengaluru, Bangalore UrbanMangaluru, Dakshina KannadaVisakhapatnam, VishakhapatnamWarangal, WarangalRajamahendravaram, East Godavari

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