Position Relationship Manager Wealth Location PAN India Experience 3 6 Years Qualification Graduate Postgraduate in any discipline Industry Wealth Management BFSI Key Responsibilities Acquire and manage HNI clients Build and maintain longterm client relationships Understand clients financial goals and recommend suitable investment solutions Sell Wealth Management products like Mutual Funds Equities Debt Products Structured Products Real Estate Funds etc Crosssell financial products to existing clients Increase portfolio value and customer profitability Generate current business through networking and referrals Conduct customer profiling and portfolio reviews Execute client acquisition campaigns and marketing initiatives Coordinate with research investment and compliance teams Stay updated with financial markets industry trends and regulatory changes Skills Required Relationship Management Wealth Management HNI Client Handling Investment Advisory Portfolio Management Client Acquisition Cross Selling Financial Planning Business Development Sales