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 recent clients.
Cross-sell/upsell relevant financial products.
Acquire current 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.
Solid 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
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