Sr. Relationship Manager - Wealth - Sales - Patna - Parth Ashtha - MM

About the role

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service.

What you'll do

• Ensure profitability of the portfolio: Generate high Income per Customer
• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives

What you need

• Sales
• Wealth management
• Portfolio management
• Cross-selling
• Business development
• Customer service
• Any graduate