Acquire and manage High Net Worth Individual (HNI) and Ultra HNI clients.
Build and maintain long-term relationships with clients by understanding their financial goals and investment needs.
Provide advisory and wealth management solutions across investment products including Mutual Funds, PMS, AIFs, Bonds, Insurance, Fixed Income Products, and Equity Solutions.
Conduct regular portfolio reviews and recommend suitable investment strategies.
Generate revenue through cross-selling and upselling wealth management products.
Monitor market trends and provide timely investment insights to clients.
Ensure high levels of client satisfaction through proactive service and relationship management.
Achieve business development, AUM, and revenue targets.
Ensure compliance with regulatory requirements and internal policies.
Coordinate with research, operations, and product teams to deliver seamless client service.
Requirements:
Graduate/Postgraduate in Finance, Commerce, Business Administration, or a related field.
Experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.
Strong understanding of financial markets and investment products.
Proven experience in managing HNI/UHNI client relationships.
Excellent communication, presentation, and relationship-building skills.
Ability to generate business and achieve sales targets.Pay: ₹20,000.00 - ₹27,000.00 per month Depend On interview your skill and Experience
Job Types: Full-time, Permanent
Recruiter Contact Number: +91 (phone hidden)
Benefits:
- Leave encashment
Work Location: In person
Pay: ₹500,000.00 - ₹800,000.00 per year
Advantages:
- Leave encashment
Work Location: In person
📌 Wealth Relationship Manager (Borivali)
🏢 Shah Investors Home
📍 Borivali
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