We are looking for an experienced Wealth Relationship Manager/AVP B2C to manage and grow relationships with HNI and affluent clients, provide investment solutions and achieve business and revenue objectives.

Location: Gurugram | Experience: 40+ Years | Maximum Age: 40 Years

Key Responsibilities
Understand clients’ financial goals, risk appetite and investment horizon through detailed discussions and portfolio reviews.
Provide research-based investment advice across Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products and other wealth solutions.
Conduct regular portfolio reviews and recommend suitable investment strategies across asset classes.
Build and nurture long-term client relationships through meetings, portfolio discussions, client visits and virtual interactions.
Act as a trusted advisor and single point of contact for investment and service requirements.
Achieve targets across revenue, client acquisition, retention and wallet share.
Drive cross-sell and upsell, identify portfolio gaps and increase product penetration.




Acquire recent clients through referrals, networking and other business-development initiatives.
Work with research, product and operations teams for seamless client servicing.
Maintain high standards of compliance, suitability, risk assessment, documentation and fair practices.

Candidate Profile
Graduate/Postgraduate in Finance, Commerce, Economics or related discipline; CFP/NISM/CFA preferred.
Investment product knowledge is mandatory.
4–10+ years of experience in wealth management, investment advisory or private banking.
Proven experience managing HNI/Affluent clients and achieving revenue targets.
Robust understanding of financial markets, investment products and portfolio advisory.
Excellent communication, presentation, analytical and relationship-building skills.
High integrity with a solid client-centric and solution-oriented approach.

📌 Wealth Relationship Manager C Gurugram
🏢 Sainterview Tech Mumbai
📍 Gurugram