Wealth Relationship Manager - NRI

Experience:

4-6 Years

Qualification:

Graduate/Postgraduate

Key Responsibilities:

- Acquire and manage HNI/NRI client relationships.

- Advise clients on Mutual Funds, Equity, Bonds, PMS, Structured Products, and other wealth solutions.

- Drive new client acquisition through referrals, networking, and business development.

- Cross-sell financial products to maximize portfolio profitability.

- Monitor client portfolios and provide investment recommendations based on market trends.

- Ensure superior client service and long-term relationship management.

Requirements:

- 4-6 years of experience in Wealth Management/Private Banking.

- Strong knowledge of investment and wealth products.

- Excellent client acquisition, relationship management, and communication skills.

- Proven track record of revenue generation and HNI client handling.