We are seeking an experienced Wealth Partner (Senior Relationship Manager) to manage and grow relationships with HNI/UHNI clients. The ideal candidate will have robust 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
Solid 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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