Relationship Manager Jobs in Bangalore - Sip Grab Wealth Management Pvt. Ltd.
Relationship Manager
Job Description
- Formulating the strategies to increase client base
- Preparation and execution of Financial Planning
- Approaching need based product to the client through Financial Planning
- Providing advisory services into various instruments like Insurance(life & non life), MF, PMS, Bond, Equity, Real Estate, Gold(ETF), &FMP.
- Portfolio review of client at regular intervals
- Assessment of the portfolio risk according to changing market situation.Formulating the strategies to increase client base
- Assessment of the portfolio risk according to changing market situation.
Job Particulars
About Company
SIPGrab is a Wealth Management company whose inclusive and sensible strategy have won many trusted relationships with High Net-worth Individuals, Corporate, Trusts and Institutions due to its ability to analyze and understand Investment needs of its clientele. With a combination of wide product range, proper asset allocation path and synchronized processes through solid research, we ensure an unbiased, holistic investment approach for achieving your financial goals. We help you to realize your dreams and aspirations by investing in a systematic and scientific manner. Our complete Financial Planning Process would be a customized roadmap for all your short-term and long-term investment needs. Needless to assure here that we maintain high standards of integrity and confidentiality during the journey.