5.0 - 10.0 years

5 - 12 Lacs

Amritsar, Punjab, India

On-site

Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs). Offer customized investment and banking solutions based on client needs and risk appetite. Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans. Conduct regular portfolio reviews and monitor financial goals of clients. Ensure compliance with internal and regulatory policies while servicing clients. Maintain high service standards and provide prompt resolution to client queries and issues. Collaborate with internal teams (product, investment advisory, operations) for seamless client servicing. Generate leads through networking, references, and market intelligence. Achieve business targets on revenue, client acquisition, and product penetration.

Posted 2 days ago

Apply

Wealth Relationship Manager V Konnect

5.0 - 10.0 years

5 - 12 Lacs

Ambala, Haryana, India

On-site

Posted 2 days ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.