Fortumax consulting Services

Key Roles & Responsibilities:Client Acquisition & Relationship Management: Acquire new clients through referrals, networking, and business development activities Build and maintain long term relationships with assigned clients Understand client financial goals, risk profile, and investment preferences Act as the primary…

Job Purpose:The Service Relationship Manager is responsible for providing end to end client servicing support to wealth management clients. The role focuses on ensuring smooth execution of transactions, timely resolution of client queries, and delivering a high quality service experience…