Relationship Manager
Published date: 2026/11/08
- Location: Chennai, Tamil Nadu, India
Relationship Manager
Key Job Responsibilities
· Acquisition of new clients and formulating strategies to increase the client base.
· Dealing and servicing of existing clients.
· Preparation and execution of financial assessments.
· Conducting Regular portfolio review of the clients.
· Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD, PMS, Bond, Equity, Gold(ETF), & FMP.
· Approaching need based product to the clients through Financial assessment.
· Generating the revenue primarily through core products.
Desired Candidate Profile
1. Candidate with good communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +
3. Pleasing Personality
4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
Perks and Benefits
Incentives Monthly + Reimbursements + Rewards & Recognition + Fast track appraisal
Key Job Responsibilities
· Acquisition of new clients and formulating strategies to increase the client base.
· Dealing and servicing of existing clients.
· Preparation and execution of financial assessments.
· Conducting Regular portfolio review of the clients.
· Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD, PMS, Bond, Equity, Gold(ETF), & FMP.
· Approaching need based product to the clients through Financial assessment.
· Generating the revenue primarily through core products.
Desired Candidate Profile
1. Candidate with good communication skills.
2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +
3. Pleasing Personality
4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
Perks and Benefits
Incentives Monthly + Reimbursements + Rewards & Recognition + Fast track appraisal
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