Sr. Relationship Manager - Wealth - Sales - Patna - Parth Ashtha - MM
On-site · Patna, Bihar, India
Job Summary
Build and nurture relationships with high-net-worth clients, providing wealth management solutions and expert financial guidance. Responsible for client acquisition and relationship management, cross-selling to client portfolios, and delivering portfolio performance analysis, portfolio modelling, and business analytics. Collaborate with research, investment, and compliance teams to deliver accurate investment solutions, while supporting marketing plans and business development efforts to acquire B2C and B2B clientele and drive portfolio profitability.
Required Qualifications
- Postgraduate/ Graduate in any discipline
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