Job Description
Role Overview:
The Relationship Manager will be responsible for managing HNI client relationships, delivering investment advisory, and driving AUM growth through comprehensive wealth management solutions.
Key Responsibilities:
- Understand clients' investment needs and create long-term asset allocation strategies
- Acquire and advise HNI clients across Equity, Mutual Funds, Debt, and Alternate Assets
- Manage client portfolios with a focus on asset allocation and overall wealth management
- Provide financial planning, tax planning, and investment advisory solutions
- Coordinate with product and research teams for customized investment recommendations
- Build and maintain strong client relationships to drive AUM growth
- Support clients on opportunities in Corporate Finance, M&A, and Private Equi...