Job Overview
The Wealth Relationship Manager will be responsible for acquiring, managing and deepening relationships with HNI, UHNI and affluent clients. The role involves providing investment solutions, growing client portfolios, generating revenue and increasing the overall wallet share through a range of wealth and capital-market products.
Key Responsibilities
1) Acquire new HNI, UHNI and affluent clients through referrals, networking, market mapping and existing relationships.
2) Manage and strengthen relationships with existing wealth clients.
3) Understand clients' financial goals, risk profiles and investment requirements.
4) Provide suitable investment and wealth-management solutions based on client requirements.
5) Drive AUM growth, revenue generation and client retention.
Ideal candidature is someone with 2 to 8 years of experience in BFSI sales , high preference to candidates from banking , Wealth , broking , AMCs with good communication skill.