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 solid 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 & Advantages
Salary Package: ₹2 LPA - ₹4 LPA (Fixed + Perf

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