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    Relationship Manager - Pune, India - iimjobs

    iimjobs
    Iimjobs background
    Full time
    Description
    Relationship Manager - Wealth


    Responsibilities :
    Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.

    • Responsible for selling various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.
    • Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.
    • Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.
    • Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.


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