Wealth Relationship Manager

V Konnect

5 - 10 years

5 - 12 Lacs

Amritsar Punjab India

Posted:1 day ago| Platform: Foundit logo

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Skills Required

Wealth Management relationship management Mutual Funds Insurance Investment Advisory client acquisition Portfolio Management HNI servicing

Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary:

The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles.

Key Responsibilities:

Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs).
Offer customized investment and banking solutions based on client needs and risk appetite.
Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans.
Conduct regular portfolio reviews and monitor financial goals of clients.
Ensure compliance with internal and regulatory policies while servicing clients.
Maintain high service standards and provide prompt resolution to client queries and issues.
Collaborate with internal teams (product, investment advisory, operations) for seamless client servicing.
Generate leads through networking, references, and market intelligence.
Achieve business targets on revenue, client acquisition, and product penetration.

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