Relationship Manager- Wealth
Vitasta Consulting Pvt Ltd · Gurugram, India
FULL TIME
Job Description
Role Overview RMs manage affluent portfolios, acquire clients, and deliver advice with the support of Advisors. Key Responsibilities 1. Client Management - Manage portfolios and reviews 2. Client Acquisition - Referrals - Network building 3. Advisory Execution - Work with Advisors - Document advice 4. CRM & Platform Use - Maintain funnels - Use AI RM-CoPilot
Details
| Company | Vitasta Consulting Pvt Ltd |
| Location | Gurugram, India |
| Type | FULL TIME |
| Niche | general |