Job Overview
We are looking for an experienced Relationship Manager – Wealth to manage and grow relationships with HNI, UHNI, and corporate clients. The role involves financial planning, portfolio management, and offering customized wealth solutions.---Key ResponsibilitiesProvide end-to-end financial planning for HNI and corporate clients.Assess client risk profiles and suggest suitable investment products.Promote and sell financial products such as Mutual Funds, Bonds, PMS, Structured Products, and Loans.Build and maintain long-term client relationships.Stay updated on market trends and competitor offerings.---RequirementsAt least 7 years of experience in wealth management or financial advisory.Strong understanding of financial products and capital markets.Excellent communication, relationship-building, and negotiation skills.

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Relationship Manager - Wealth