Relationship Manager- Wealth Management

Company Description

Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.

Role Description

DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard retail, HNI, NRI, and corporate clients across Mutual Funds, PMS, AIFs, Bonds & Structured Products. This individual will be required to build strong relationship with clients, offer expert financial advice, and ensure that customers receive superior service to achieve their investment objectives. The company shall also provide qualified leads.

Key Responsibilities:

1. Client Relationship Management:

- Develop and maintain long-term relationships with existing and pr...