Relationship Manager Wealth Management / Preferred Banking

Location: Central Delhi / South Delhi / Noida / Ghaziabad

Experience: Relevant Wealth/Investment RM experience

Role: Relationship Manager

Key Responsibilities:

- Manage and develop relationships with affluent/HNI customers.
- Handle investment and wealth management requirements of clients.
- Drive sales of Mutual Funds and other investment products.
- Grow AUM and generate revenue through existing and new clients.
- Cross-sell/upsell relevant financial products.
- Acquire recent affluent/HNI clients and maintain long-term relationships.
- Achieve assigned business and revenue targets.

Key Requirements:

- Currently working in Wealth Management / Investment / Preferred or Affluent Banking.
- Strong experience in Mutual Funds / Investment Products / Wealth Management.
- Experience handling HNI/Affluent/Premium customers preferred.
- Valid EUIN is mandatory.
- Good communication and relationship-management skills.
- Candidates based in Central Delhi, South Delhi, Noida or Ghaziabad preferred.

📌 Relationship Wealth Management Manager (New Delhi)
🏢 Veerwal Getwork Services
📍 New Delhi