Wealth Relationship Manager

The candidate will be a 'key member' of the Wealth Management team and shall be accountable for the following tasks and responsibilities :

• Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.
• Acquiring New Clients, activation of inactive clients, client retention.
• Asset allocation, financial planning and risk management according to client risk profile.
• 360-degree Financial planning of HNI, UHNI and Corporate clients
• Analyzing Risk profile of clients and pitching the right product.
• Selling various third party financial products of all AMC & companies like Mutual funds, Fixed Deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.
• Successfully developing and maintaining clients' relationship
• Understanding capital market scenarios and knowledge of Wealth.
• Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients.
• Competitive landscape understanding (Competitor activity, new product development).
• Sales promotions to increase client base.
• Client servicing.

The ideal candidate for this role needs to be :

• Graduate/Post-graduate;
• With atleast 5 to 8+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries.
• Marketing and Servicing 'Existing / New Customers' by providing best financial solutions to our clients will be a prerequisite requirement for this role.
• Good knowledge of financial products (MF, FD, PMS, Structured Product, Sovereign and Corporates Bonds, HL and LAP)
• Impeccable Communication and Presentation skills

Job Type: Full-time

Pay: ₹600,000.00 - ₹900,000.00 per year

Benefits:

• Cell phone reimbursement
• Provident Fund

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Application Question(s):

• The 'Wealth RM' position is a 'Sales & Target' based role, would you be comfortable with the same ?
• The 'Wealth RM' position is a 'Work From Office' based role from Jasola, Delhi, would you be comfortable commuting to office on a daily basis ?

Work Location: In person

Speak with the employer
+91 9830339457Application Deadline: 19/07/2025Expected Start Date: 01/08/2025