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 (Bengaluru)
🏢 Unidus Services
📍 Bengaluru