Relationship Manager- Wealth Management

The role is responsible for managing client investment portfolios within a mutual fund distribution/wealth management setup. It focuses on delivering ongoing advisory support, portfolio monitoring, client communication, and execution of investment actions aligned with client financial objectives. The role also ensures effective grievance handling and maintains strong relationships with clients and industry stakeholders.

Key Responsibilities

Manage and monitor client investment portfolios across mutual fund and related financial products

•Provide regular updates to clients on market developments, including market outlook, new fund offers (NFOs), and relevant investment opportunities
•Conduct periodic client reviews to communicate portfolio performance and align investments with financial goals
•Initiate and execute investment transactions based on client cash flows and agreed financial plans
•Suppor...