Wealth Relationship Manager

Role Responsibilities:

• Manage HNI/UHNI clients for investment needs across MFs, equities, structured products
• Drive acquisition and relationship deepening through personalized financial solutions
• Cross-sell financial products including insurance, loans, and asset-backed offerings
• Ensure portfolio profitability and client retention through tailored investment strategies

Job Requirements:

• Graduate or MBA/PGDM with strong financial acumen
• Proven experience in wealth management and HNI client handling
• Ability to develop and implement client acquisition plans
• Strong communication and advisory skills in financial products and services