We are seeking an experienced Wealth Partner (Senior Relationship Manager) to manage and grow relationships with HNI/UHNI clients. The ideal candidate will have strong expertise in wealth advisory, portfolio management, and investment products, along with a proven track record of managing a large AUM (₹70 Cr+).
Key Responsibilities
- Manage and grow a portfolio of HNI/UHNI clients in Delhi NCR
- Provide customized investment advisory and wealth management solutions
- Handle and manage AUM of ₹70 Cr and above
- Drive revenue growth through cross-selling of financial products
- Acquire current clients through networking, referrals, and market leads
- Build long-term relationships and ensure high client satisfaction
- Stay updated with market trends and recommend suitable investment strategies.
Key Requirements
- Minimum 5+ years of experience in Private Banking / Wealth Management
- Must be currently managing AUM of ₹70 Cr or more
- Strong experience in handling HNI/UHNI clients
- Proven track record in sales and client acquisition
- Existing client base in Delhi NCR preferred
- Experience in NRI Banking & Investments is a plus
- Currently employed (Immediate joiners preferred / No long notice period)
- Stable career with no employment gaps
Certifications (Any)
- NISM Series VA (Mutual Fund)
- NISM Series XXI-A (PMS)
- NISM Series VIII (Derivatives – if applicable)
- IRDA Certification
Preferred Skills
- Strong communication & relationship management skills
- High negotiation and sales ability
- Market knowledge and financial acumen
- Client-centric approach
📌 Share India (Noida)
🏢 NextHire
📍 Noida
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