Job Description:

Job Title: Relationship Manager – Wealth Management

Location: Delhi & Gurugram
Department: Wealth Management / Priority Banking
Employment Type: Full time

Job Purpose:

To manage and grow a portfolio of high-net-worth individuals (HNIs) by offering customized financial solutions, wealth products, and advisory services, ensuring long-term relationship management and business growth.

Key Responsibilities:
Acquire and manage HNI clients through networking, references, and lead generation.
Understand client needs and offer tailored financial solutions including:
Mutual Funds, Insurance, PMS, Bonds, and other investment products.
Conduct regular portfolio reviews and risk assessments for clients.
Deepen wallet share through cross-selling of banking and wealth products.
Coordinate with product teams and operations for seamless service delivery.
Ensure compliance with regulatory guidelines and internal policies.
Maintain documentation and client records as per audit and compliance norms.

📌 Idfc First Bank/ Rm Wealth / Delhi Gurgaaon Gurugram
🏢 Acura Solution
📍 Gurugram