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Relationship Manager - Investment Advisory
Optime-Tech LLC
Bengaluru / Bangalore
Not Disclosed
3 - 7 Years
Full Time - Permanent
Views:6
Applicants:0
Posted on 15 Jul, 2026
In Office
Job Description | Responsibilities
- Manage and grow client relationships by providing investment advisory services.
- Assess clients' financial goals and recommend suitable investment solutions.
- Promote wealth management products, including mutual funds, insurance, and PMS.
- Monitor investment portfolios and provide regular performance updates.
- Acquire new clients while ensuring high levels of customer satisfaction.
- Ensure compliance with regulatory guidelines and internal policies.
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Job Role - Relationship Manager – Investment Advisory
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Investment Advisory
Relationship Management
Wealth Management
Portfolio Management
Mutual Funds
Financial Planning
Client Relationship Management
Cross-selling
Investment Products
Regulatory Compliance