Manage and grow a portfolio of High Net Worth (HNI) clients by understanding their financial goals and risk appetite. Provide expert advice on investment products including mutual funds, insurance, bonds, PMS, AIFs, and other wealth instruments. Conduct periodic reviews of client portfolios to ensure optimal asset allocation and returns. Cross-sell and upsell banking and investment products to meet client needs and achieve revenue targets. Ensure compliance with all regulatory and bank guidelines during client onboarding and transactions. Maintain regular communication with clients through meetings, calls, and portfolio reviews. Identify new HNI prospects through referrals, market research, and networking. Coordinate with product specialists and research teams to deliver holistic financial planning. Handle client queries, service requests, and escalations efficiently and professionally.
Wise Funds is looking for Wealth Relationship Manager to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance. Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs. Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences. Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client service representatives, to deliver comprehensive solutions to clients. Ensure compliance with all applicable regulatory requirements and internal policies and procedures. Strong understanding of financial markets, investment strategies, and financial planning best practices. Excellent interpersonal and communication skills. Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before applying.