Wealth RM

Job Title: Wealth Relationship Manager

Industry: Banking and Financial Services

Locations: Pan India

About the Role

We are looking for experienced Wealth Relationship Managers to join a leading organization in the banking and financial services sector. The ideal candidate will have a strong background in wealth management, client acquisition, portfolio management, and relationship building with Affluent/HNI clients.

Key Responsibilities

• Manage and grow relationships with High Net Worth Individual (HNI) clients.
• Acquire new clients and develop a strong wealth management portfolio.
• Understand clients' financial goals and provide suitable investment solutions.
• Drive business growth through cross-selling wealth management products and services.
• Manage client portfolios and increase wallet share through effective relationship management.
• Build long-term client relationships by delivering personalized financial solutions and excellent service.
• Identify business opportunities and achieve assigned revenue and acquisition targets.