Relationship Manager

 Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.

 Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are
met and maintaining high standards of client service.

 Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions

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 Advise individuals on informed financial decisions to support long-term financial security and growth.

 Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to
client needs.

Must-have skills

NISM XA – XB, Customer Relationship Management