Wealth Relationship Manager - Sales - Private Client Group

The Corporate: A new-age asset management and financial advisory platform, driving wealth solutions for HNI and UHNI clients.

Industry: Asset Management - Wealth Management

Role: Sales - Relationship Manager

- Acquire and nurture high-value HNI/UHNI client relationships

- Cross-sell diverse products including Mutual Funds, Bonds, PMS - Structured Products

- Design tailored wealth creation, preservation, and enhancement strategies

- Conduct risk profiling and optimize client investment portfolios

- Ensure adherence to KYC and SEBI regulatory standards

All the best!

Team Moneylicious

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