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Profile: Relationship Manager-Investment-Surat-125k Experience: 4 - 8 years of client-facing experience in financial services, wealth management, investment advisory, brokerage, or institutional sales Salary Range: 100k - 125k Per month Roles: Actively identify, acquire and manage relationships with high-net-worth (HNI) / ultra-HNI clients and institutional partners Serve as a trusted advisor, understanding client goals and recommending relevant investment solutions Onboard new clients, build pipelines and drive consistent growth in Assets Under Management (AUM) Cross-sell and upsell financial products such as mutual funds, PMS, AIF, equities, fixed income & structured products Maintain up-to-date knowledge of market trends, product features and regulatory requirements Ensure high levels of client service, communication and satisfaction Collaborate with internal teams (research, product, compliance) to deliver holistic solutions Qualification: Graduate/Postgraduate in Finance, Business, Economics, or related field MBA/CA/CFP or equivalent qualification is an added advantage .