Job Overview:

We are seeking a Relationship Manager with expertise in Portfolio and Wealth Management to join our team in Punalur, Kerala. In this role, you will be responsible for managing high net-worth client relationships and providing personalized financial solutions.

Job Details:

The Relationship Manager will work closely with clients to understand their financial goals, develop investment strategies, and monitor portfolio performance. This role requires strong communication skills and a deep understanding of financial markets.

Responsibilities:

• Build and maintain relationships with high net-worth clients
• Develop customized investment plans based on client goals
• Monitor and review client portfolios regularly
• Provide financial advice and guidance to clients
• Collaborate with internal teams to deliver comprehensive financial solutions

Requirements:

• Bachelor's degree in Finance or related field
• Certification in Portfolio or Wealth Management
• Proven experience in financial advisory roles
• Strong analytical and problem-solving skills

Benefits:

• Competitive salary and bonuses
• Professional development opportunities
• Health and wellness benefits

Other Details:

This position offers a dynamic work environment in Punalur, Kerala with opportunities for growth and advancement within the financial services industry. Join our team and make a difference in the lives of our clients.

We look forward to receiving your application and welcoming you to our team!