Position: Relationship Manager WealthLocation: PAN IndiaExperience: 3- 6 YearsQualification: Graduate/Postgraduate in any disciplineIndustry: Wealth Management / BFSIKey Responsibilities
Acquire and manage HNI clients.
Build and maintain long-term client relationships.
Understand clients financial goals and recommend suitable investment solutions.
Sell Wealth Management products like Mutual Funds, Equities, Debt Products, Structured Products, Real Estate Funds, etc.
Cross-sell financial products to existing clients.
Increase portfolio value and customer profitability.
Generate current business through networking and referrals.
Conduct customer profiling and portfolio reviews.
Execute client acquisition campaigns and marketing initiatives.
Coordinate with research, investment, and compliance teams.
Stay updated with financial markets, industry trends, and regulatory changes.

Skills Required
Relationship Management
Wealth Management
HNI Client Handling
Investment Advisory
Portfolio Management
Client Acquisition
Cross Selling
Financial Planning
Business Development
Sales

📌 Relationship Manager Wealth Delhi (India)
🏢 Unidus Services
📍 India