Senior Wealth Relationship Manager

Company Description Portfolio,Wealth Management and Financial Advisory Role Description This is a full-time, on-site role for a Senior Wealth Relationship Manager, located in Mumbai. The Senior Wealth Relationship Manager will be responsible for managing client relationships and providing financial advice. Key tasks include developing and maintaining client relationships, portfolio management, investment advisory, financial planning, and ensuring highest levels of customer satisfaction. The role also involves staying updated on market trends and regulatory requirements to provide targeted wealth management solutions to clients. Qualifications Strong relationship management and client acquisition skills Expertise in portfolio management and investment advisory Knowledge of financial planning, wealth management, and risk management Excellent communication and presentation skills Ability to work independently and in a team environment Proficiency in financial analysis and market research Bachelor’s degree in Finance, Economics, or related field; advanced certifications (e.g., PMS, CFP) are a plus Prior experience in wealth management or related roles is preferred Eligibility Having experience of 5 years plus in Capital Marke tMust have existing portfolio of 50 crore plu s Show more Show less