AVP – wealth Relationship Manager

About the Role
Join a leading multinational bank to manage and grow relationships with high-net-worth clients. As a wealth Relationship Manager, you will be the single point of contact for your clients—providing wealth management, investment, and lending solutions tailored to their needs.

Key Responsibilities:-
Grow & Manage PortfolioHandle a portfolio of Premier clients .Build strong, long-term client relationships.Acquire new clients through networking and referrals.Deliver Exceptional Client ExperienceUnderstand clients’ financial goals and provide tailored solutions.Conduct regular portfolio reviews to ensure needs are met.Act as a trusted advisor in all wealth management matters.Ensure Compliance & Risk ManagementAdhere to all regulatory guidelines and internal policies.Monitor transactions for AML/sanction compliance.Maintain accurate and up-to-date client records.

What We’re Looking For:-
Education: Bachelor’s degree (mandatory)Experience: 5–8 years in relationship management with HNI clients

Skills:-

Proven sales track record in wealth products (insurance, investments, lending)
Strong communication, networking & influencing skillsDeep understanding of financial planning & portfolio managementCertifications: IRDA & AMFI (mandatory)Why Join Us?Opportunity to work with a leading global bank and elite clients.Competitive rewards & performance-based incentives.Clear career progression within wealth management.

Job Type: Full-time

Pay: ₹1,500,000.00 - ₹2,500,000.00 per year

Work Location: In person