Senior Wealth Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, providing personalized financial advice and investment solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and implement effective sales strategies to meet or exceed monthly targets for HNI acquisition and retention.
• Collaborate with internal teams to ensure seamless delivery of services, including investment advisory, equity sales, mutual funds sales, etc.

Job Requirements :

• 4-20 years of experience in wealth management or related field such as equity sales, financial advisory, HNIs acquisition & relationship management.
• Strong understanding of various financial products including mutual funds, equities, bonds etc. .
• Proven track record in meeting sales targets consistently over time.