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Wealth Relationship Manager

5 - 10 years

5 - 12 Lacs

Ambala Haryana India

Posted:2 days 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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