Relationship Manager

Job Title: Relationship Manager / Senior Relationship Manager – CEC Location: Ahmedabad / Baroda / Surat Experience Required: 3–7 Years Job Responsibilities: • Manage and grow relationships with HNI / affluent clients • Handle client investment portfolios and provide wealth management solutions • Promote investment products such as Mutual Funds, PMS, and AIF • Acquire new clients and maintain long-term relationships with existing customers • Understand client financial goals and recommend suitable investment strategies • Coordinate with internal teams to ensure excellent client servicing Candidate Profile: • Experience in Wealth Management, Elite Banking, Investment Advisory, or Portfolio Management • Strong understanding of Mutual Funds, PMS, and AIF products • Candidates from Banks, Securities Firms, Broking Houses, Wealth Counters, or Financial Services background preferred • Excellent communication and relationship management skills • Stable career background with good client-handling exposure Preferred Companies: Top Banks, AMC, Securities, Wealth Management Firms, NBFCs, or Investment Advisory companies. Interested candidates can share their updated resume.