Wealth Relationship Manager

Total years of Experience: 1 to 2 years

Responsibilities:

• Acquire, onboard and manage a portfolio of High Net-Worth Individual (HNI) clients to drive business growth.
• Develop a deep understanding of clients’ financial objectives, investment horizons and risk appetite to deliver customized wealth solutions.
• Advise clients on suitable investment and wealth management products aligned with their goals and market conditions.
• Handle and promote a comprehensive range of products including Mutual Funds, Insurance, Bonds, PMS, AIFs and Fixed Deposits.
• Meet and exceed assigned targets related to Assets Under Management (AUM), revenue generation and cross-selling opportunities.
• Build, nurture, and maintain long-term client relationships through regular reviews, meetings and proactive communication.
• Conduct periodic portfolio reviews and provide timely market insights, performance updates and investment recommendations.

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Work Location: In person