Senior Wealth Relationship Manager

Role & responsibilities

• Client Acquisition:
  Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• Portfolio Management:
  Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Product Advisory:
  Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.
• Relationship Management:
  Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction
• Revenue Generation:
  Meet and exceed targets for asset mobilization, revenue generation, and client activation.
• Market Intelligence:
  Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Preferred candidate profile

• Graduate/Postgraduate in Finance, Commerce, or related field.
• 3-6 years of experience in Wealth Management or Private Banking.
• Strong understanding of financial products and investment instruments.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to build and manage high-value client relationships.
• Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.

Take the Next Step Apply Now !

To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.

More Detail Contact HR Komal-8624003343