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Relationship Manager- Wealth Management

Company

Riverforest Connections Private Limited

Location

India, Goa

Posted

July 17, 2026

Position Overview

<p><span style="font-size:12px;"><span style="font-family:Georgia,serif;"><strong>The role is responsible for managing client investment portfolios within a mutual fund distribution/wealth management setup. It focuses on delivering ongoing advisory support, portfolio monitoring, client communication, and execution of investment actions aligned with client financial objectives. The role also ensures effective grievance handling and maintains strong relationships with clients and industry stakeholders.</strong></span></span></p> <p> </p> <p><span style="font-size:12px;"><span style="font-family:Georgia,serif;"><strong>Key Responsibilities</strong></span></span></p> <p><span style="font-size:12px;"><span style="font-family:Georgia,serif;">Manage and monitor client investment portfolios across mutual f...

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