Relationship Manager

Pune – 24/02/2024

Job Title

Relationship Manager

Job Location – Pune

Job Description:

  • To develop & manage HNI clients in order to enhance and acquire more AUM.
  • Align AUM as per client’s financial strategy to reduce risk, cost & tax also to enhance desired returns & volatility of the portfolio
  • Review/service portfolio to create a wow experience for clients
  • On board new relationships – Client acquisition
  • Conduct Marketing activities to increase number of clients managed

Minimum 10 years of experience

Desired qualifications:


CTC – 25LPA – 40LPA

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