Relationship Manager

Talent Syndicate; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Talent Syndicate in Bengaluru, Karnataka, India seeks a Sales and relationship management professional specializing in investments and wealth planning to drive client growth. You will handle wealth advisory, asset allocation, and portfolio planning while coordinating with research and product teams.

The role emphasizes client engagement, strategy development for wealth management, and ensuring superior service to high-net-worth clients in a dynamic market.

Qualifications

• Acquisition and growth of affluent clients.

Responsibilities

• Acquire and grow affluent clients.

Skills

Affluent client acquisition

Client relationship management

Investment advisory

Research & product collaboration

Job description

Sales and relationship management professional with expertise in investment, wealth, and portfolio planning.

Strong in investments and trust concepts, asset allocation, portfolio management, brokerage accounts, estate planning, and wealth planning

Required Candidate profile

• Acquisition & Growth of Affluent Clients
• Client Relationship Management & Engagement
• Investment Advisory & Wealth Management
• Collaborate with research & product teams to provide investment strategies