Wealth Relationship Manager (RM)
- Manage and grow relationships with HNI/UHNI clients.
- Acquire current clients and generate AUM & revenue.
- Understand client needs, risk profile and investment goals.
- Recommend suitable products such as MF, PMS, AIF, Bonds, Equity & Insurance.
- Conduct regular portfolio reviews and provide investment solutions.
- Drive client retention, cross-selling and referrals.
- Maintain compliance and coordinate with internal teams.
Experience: 3–8 years in Wealth Management / Private Banking / Broking / AMC.
Key Skills: HNI client handling, client acquisition, AUM growth, investment-product knowledge and strong communication.
📌 Relationship Manager (Delhi)
🏢 Leading
📍 Delhi