Job Description - Wealth Relationship Manager

Key Roles & Responsibilities
- B2B Business Development: to expand business reach and revenue.
- Client Acquisition: Identify, approach, and onboard HNI and corporate clients for investment portfolio management.
- Cross-Selling: Promote and sell a wide range of financial products including health insurance, motor insurance, life insurance, loans, and other investment solutions.
- Sales Achievement: Consistently meet and exceed sales, revenue, and business growth targets.
- Portfolio Support: Assist in handling and monitoring client investment portfolios in coordination with wealth experts.
- Sales Promotion: Plan, organize, and execute promotional activities to enhance visibility and client engagement.
- Relationship Management: Build, nurture, and maintain long-term skilled networks with partners and clients.
- MIS & Reporting: Prepare and publish regular business reports, MIS, and performance analysis.
- Data Analytics: Perform data mining, client profiling, and market segmentation to identify growth opportunities.




- Operational Support: Carry out other business/official tasks as assigned by management.

Required Skills & Competencies
- Excellent communication skills in Hindi, English, and local language.
- Strong interpersonal and relationship-building abilities.
- Logical aptitude with strong problem-solving and follow-up skills.
- High level of commercial awareness and understanding of wealth/investment products.
- Proficient in MS Office, CRM tools, and digital platforms.
- In-depth knowledge of the local market and geography.

Qualifications & Experience
- Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field.
- 1+ years of relevant experience in wealth management, financial services, or investment advisory.
- Exposure to B2B business development and HNI/corporate client handling will be highly preferred.

Compensation & Benefits
- Salary Package: ₹2 LPA - ₹4 LPA (Fixed + Perf

📌 Wealth Manager (Dwarka)
🏢 GREEN GAIN FINANCIAL SERVICES
📍 Dwarka