We are looking for an experienced Wealth Relationship Manager to manage and grow HNI/UHNI client relationships while driving revenue and wealth advisory business.
Key Responsibilities
- Acquire and manage HNI & UHNI client relationships.
- Manage an active Equity and Mutual Fund portfolio.
- Generate revenue through equity dealing.
- Advise clients on Equity, Mutual Funds, PMS, AIF, Bonds, MLDs, and other wealth products.
- Promote Advisory and Managed Investment solutions.
- Ensure SEBI compliance and accurate client documentation.
- Coordinate with Operations, Product, and Fund Management teams for seamless execution.
- Profiling Customers and providing financial products to meet customer needs
Mandatory Requirements
- 7+ years of experience in Wealth Management.
- Candidate age group less than 40 years .
- Strong Equity Dealing experience.
- Active Equity + Mutual Fund Book of 100 Crore+ (Mandatory).
- Solid network with HNI/UHNI clients.
- Expertise in PMS, AIF, Mutual Funds, MLDs, Bonds, and Wealth Advisory.
- Excellent relationship management and business development skills.