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 solid communication.
📌 Relationship Manager Delhi
🏢 Leading
📍 Delhi