Affluent Wealth RM | Max Age - 34 Yrs

4 - 9 years

11 - 14 Lacs

Posted:Just now| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities

  • Acquire and manage relationships with key HNI & Ultra HNI clients
  • Act as a domain expert, showcasing a full range of banking products to grow wallet share.
  • Ensure deep client engagement and maintain a high-quality, profitable portfolio at the client level.
  • Advise on Mutual Funds, PMS, AIFs, Insurance & other investment products
  • Provide end-to-end portfolio servicing & build long-term client relationships

Preferred candidate profile

Proven experience in acquiring & managing HNI/Ultra HNI relationships.

Deep knowledge of investment products, client portfolio management, and wealth solutions.

Excellent relationship management skills with a focus on staying ahead of customer expectations.

Thorough understanding of KYC and AML compliance requirements.

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