Wealth Relationship Manager (Noida)

Wealth Relationship Manager (Noida)

16 Oct
|
We Grow Wealth
|
Noida

16 Oct

We Grow Wealth

Noida

Key Responsibilities:

Acquire and manage HNI/UHNI client relationships.

Build and grow Assets Under Management (AUM) through current client acquisition and portfolio expansion.

Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.

Drive Demat account acquisition and ensure seamless account opening for new clients.

Understand clients' financial goals and recommend suitable investment strategies.

Achieve monthly AUM, revenue, and client acquisition targets.

what we are looking for:

Experience in wealth management, private banking, or financial avisory.

Existing Retails, HNI & UHNI client base.

solid knowledge of wealth products.

Proven track records in client acquisition & relationship management.

Compensation:

Salary hike as per current CTC & Market standard

📌 Wealth Relationship Manager (Noida)
🏢 We Grow Wealth
📍 Noida

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