Incred Premier- Relationship Manager/ Senior Relationship Manager/ Associate Director

Relationship Manager / Senior Relationship Manager

Job Summary :

As a Relationship Manager/Senior Relationship Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. You will play a crucial role in managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction. This is a dynamic role that requires a deep understanding of financial markets, strong analytical skills, and exceptional interpersonal abilities.

Responsibilities:

Understanding the financial need & risk appetite of the client & recommending suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, NCD, Structured Products, Equity, AIF, Private Equity, Real Estate, Life insuran...