Sr. Relationship Manager/ wealth Manager

Job Description

Job Title: Senior service RM/ wealth manager (HNI/UHNI) Department: Wealth Management Location: Ahmedabad Job Summary: Manage business growth, client relationships, in wealth area . The role involves offering investment advice, and Maintaing HNI/UHNI client relationships Key Responsibilities: Client Relationship Management & Acquisition for products like mutual funds, PMS, AIF, and bond. Build strong relationships with clients to ensure they are happy and stay with the company. Regularly review client portfolios and recommend investments. Business Development Meet revenue targets. Work with internal teams like operations, compliance, and product to ensure smooth service. Compliance & Risk Management Follow all SEBI, NSE/BSE, and company rules. Keep client records and documents updated according to regulations. Help during audits. Market Insights & Product Knowledge Stay updated on market trends, new products, and regulatory changes. Qualifications & Experience: Degree in Finance, Commerce, or related fields; 5-12 years of experience in wealth management, broking, or financial services. Strong knowledge of investment products Required NISM certifications (e.g., Series V-A, VII, VIII). Proven ability to generate revenue and build client relationships. Key Skills: Strong communication and leadership skills. Good understanding of financial products and risk management. Ability to manage business and client needs effectively. build long term client relationship Interested candidate share their cv on TA@kunvarji.com Job Types: Full-time, Permanent Pay: ₹500,000.00 - ₹1,000,000.00 per year Benefits: Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Work Location: In person