Wealth Relationship Manager

Wealth Relationship Manager

Job Description:

You will be responsible for acquiring, managing, and growing a portfolio of high-net-worth (HNW) clients. You will deliver exceptional service and holistic financial advice while ensuring adherence to compliance and global banking standards.

Key Responsibilities:

- Acquire and manage a portfolio of HNW clients

- Understand client needs and provide customized investment solutions across mutual funds, PMS, AIFs, insurance, and structured products

- Maintain deep and consistent client engagement to ensure long-term relationship development

- Achieve individual revenue and client acquisition targets through proactive cross-sell and upsell strategies

- Maintain an in-depth understanding of wealth and investment products to advise clients independently without dependency on Investment Counsellors (ICs)

- Stay updated on market trends, product knowledge, and regulatory guidelines (SEBI, IRDA, NISM)

- Ensure timely portfolio reviews and financial planning sessions for clients