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20/10 HR
Director at Alpha Orion

Views:83 Applications:22 Rec. Actions:Recruiter Actions:0

Wealth Relationship Manager - BFSI (6-10 yrs)

Mumbai Job Code: 1170830

Wealth Relationship Manager


- Procuring the potential clients through networking, database, market analysis and references.

- Generating cross-sells revenue and doing 360-degree financial planning by wealth management for products like CASA,FD

- Managing and improving relationship values through clienteling.

- Liaison with operations team to resolve queries and revenue generation.

- Comply with organizational guidelines and norms.

- Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through a financial planning process.

- Achieving financial goals and maintaining organization brand value.

- Extended financial planning and wealth management services to mapped clients.


- Interacted with clients, resolved their queries, and explained complex terminologies to them.

Women-friendly workplace:

Maternity and Paternity Benefits

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