About our client

Our client is a leading NBFC.

JOB DESCRIPTION

Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance.

Job Title: Relationship Manager

Location: Chennai / Hyderabad / Coimbatore / Trichy / Madurai / Salem

Role and Responsibilities

Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management.

Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative in...