20 Aug
|
The Premier Consultants ( Recruitment Company )
|
Gujarat
20 Aug
The Premier Consultants ( Recruitment Company )
Gujarat
? Hiring: Relationship Manager – HNI / UHNI
We are hiring a Relationship Manager – HNI/UHNI for a leading wealth management prospect across Gujarat .
? Location: Anywhere in Gujarat
? Work Mode: Work From Office (WFO)
? Working Days: 5 Days
Key Responsibilities:
• Manage and expand HNI/UHNI client relationships with a focus on AUM growth & retention
- Acquire new clients and deepen existing relationships through customized wealth solutions
• Advise and distribute Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance and other investment solutions
- Understand client objectives and risk profiles to develop customized investment strategies
- Conduct portfolio reviews and drive advisory-led revenue generation
- Collaborate with research, product and investment teams to deliver holistic wealth solutions
- Ensure strong client engagement while maintaining regulatory & compliance standards
Key Requirements:
✅ Strong expertise across wealth management & investment products
✅ Proven track record in client acquisition, networking & business development
✅ Strong relationship management and advisory skills
✅ Experience handling HNI/UHNI clients will be preferred
? Interested candidates: Share your CV at
[email protected]
? Referrals are welcome!
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📌 Relationship Manager (Gujarat)
🏢 The Premier Consultants ( Recruitment Company )
📍 Gujarat