A Wealth Relationship Manager in New Delhi builds and maintains high-net-worth client relationships, offering financial planning, investment advice, and portfolio management services. They act as the main point of contact, understanding client needs and recommending tailored solutions, while also driving business growth through cross-selling and referral networks. Key Responsibilities: Client Relationship Management: Build, nurture, and maintain long-term relationships with high-net-worth clients. Financial Planning and Advisory: Understand client financial goals, risk tolerance, and investment preferences, and develop personalized financial plans. Portfolio Management: Manage client investment portfolios, making adjustments as needed based on market conditions and client needs. Product Knowledge and Sales: Possess a strong understanding of various financial products and services (e.g., investment, insurance, banking products) and effectively cross-sell to increase share of wallet. Business Development: Acquire new clients and deepen existing relationships, utilizing referral networks and COI (Channels of Influence) to drive business growth. Compliance: Ensure adherence to all applicable laws, rules, and regulations. Communication and Client Service: Communicate effectively with clients, addressing their queries and providing proactive wealth management solutions. KPI Management: Manage and report on key performance indicators (KPIs). Staying Informed: Keep abreast of market trends, economic developments, and regulatory changes. Collaboration: Work with internal teams (e.g., tax advisors, legal professionals) to offer comprehensive financial solutions. Required Skills: Strong Analytical Skills: Ability to assess market trends, evaluate financial products, and develop financial strategies. Excellent Communication and Interpersonal Skills: Ability to build rapport with clients and colleagues. Relationship-Building Abilities: Ability to build and maintain long-term client relationships. In-Depth Knowledge of Financial Products: Understanding of various investment products, insurance, and banking services. Risk Management: Knowledge of risk assessment and management. Problem-Solving Abilities: Ability to address client concerns and find solutions. Financial Planning Knowledge: Expertise in financial planning principles and techniques. Show more Show less