Wealth Relationship Manager

HNI/ UHNI/ Wealth Relationship Manager - Mumbai/Pune

Description:

Job Description:

- Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.

- Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.

- Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.

- Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.

- Proactively identify new business opportunities through referrals, networking, and cross-selling.

- Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.

- Ensure compliance with regulatory and internal risk management policies.

- Prepare and present periodic performance reports to clients.

- Achieve sales and revenue targets as set by the business.