Relationship Manager - Wealth

Job Title: Relationship Manager - Wealth

• Location: Multiple Locations (Pan-India)
• Experience Required: Minimum 7 years
• Salary: As per industry standards

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 Responsibilities

• Provide 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.

Requirements

• At 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.

Job Type: Full-time

Pay: ₹1,500,000.00 - ₹5,000,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Internet reimbursement
• Leave encashment
• Life insurance
• Paid sick time
• Provident Fund

Experience:

• Wealth management: 7 years (Required)

Location:

• Mumbai, Maharashtra (Required)

Work Location: In person