Relationship Manager (PMS)

Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager. Understand client goals, risk profiles, and investment preferences to deliver personalized advice. Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey. Prepare client briefs, review notes for ongoing reviews and meetings. Ensure timely communication and updates to clients on key portfolio actions or changes. Get leads and references from clients and increase wallet share with them. Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.

1-3 years
Mutual funds,PMS