Relationship Wealth Manager

Key Responsibilities:

Build and maintain long-term relationships with HNI/UHNI clients, serving as their primary point of contact for all wealth management needs.

Provide advisory on Mutual Funds, Equities, Bonds, Insurance, PMS, AIFs, Structured Products, and other investment solutions.

Conduct regular portfolio reviews, financial planning discussions, and risk profiling exercises.

Identify, acquire, and onboard new clients through referrals, networking, market mapping, and self-sourcing efforts.

Drive investment product sales and achieve individual revenue, AUM, and client acquisition targets.

Deliver customized wealth management solutions aligned with clients' financial goals and risk appetite.

Increase wallet share through cross-selling and up-selling.

Ensure seamless client servicing by addressing queries coordinating with internal teams.

Proactively engage clients through regular reviews, market updates, and investment recommendations.

Monitor portfolio performance and recommend rebalancing opportunities based on market conditions.





Maintain high levels of client retention, satisfaction, and relationship profitability.

Stay updated on market trends, economic developments, investment products, and regulatory changes.

Ensure compliance with internal policies, regulatory guidelines, and suitability requirements.

What We're Looking For:

Some experience/exposure in Wealth Management, Private Banking, Investment Advisory, or Relationship Management.

Understanding of Mutual Funds, Equities, Bonds, PMS, AIFs, Insurance, and financial planning concepts..

Strong relationship-building, negotiation, and stakeholder management skills.

Excellent communication and presentation skills with the ability to simplify complex investment concepts.

High ownership mindset with the ability to manage the complete client lifecycle from acquisition to retention.

Robust sales orientation with a focus on achieving business and client engagement targets.

📌 Wealth Relationship Manager - Freshers Hiring (Maharashtra)
🏢 Equentis Wealth Advisory
📍 Maharashtra