Relationship Manager

Position: Relationship Manager / Wealth Manager Location: Malleswaram, Bengaluru Role Overview We are seeking dynamic and result-oriented Relationship Managers / Wealth Managers to drive client acquisition and portfolio management across a wide range of wealth management and financial products. The role involves building long-term client relationships, expanding the client base, converting qualified leads, and delivering comprehensive wealth management solutions. Key Responsibilities  Acquire and manage clients for investment and financial products including Mutual Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS, AIF, Estate Planning, and related offerings.  Build and nurture long-term client relationships while managing and reviewing client portfolios.  Convert leads provided by the organization and generate additional business through self-sourcing.  Appoint and manage Business Associates to expand business reach.  Drive revenue generation acros...