We are looking for an experienced Wealth Relationship Manager to manage and grow a portfolio of High-Net-Worth Individual (HNI) clients by providing customized wealth management and investment solutions.

Key Responsibilities

- Manage and strengthen relationships with HNI/UHNI clients.
- Acquire current clients and expand the existing wealth management portfolio.
- Understand clients financial goals, risk appetite, and investment requirements.
- Advise clients on investment products such as Mutual Funds, Equity, Bonds, Fixed Deposits, Insurance, and other wealth management solutions, as applicable.
- Drive revenue through portfolio growth, cross-selling, and up-selling of financial products.




- Ensure client satisfaction through regular portfolio reviews and proactive relationship management.
- Maintain compliance with internal policies, KYC norms, and regulatory guidelines.
- Desired Candidate Profile

- Relevant experience in Wealth Management / Private Banking / HNI Relationship Management.
- Strong knowledge of investment products and financial markets.
- Experience in portfolio management, client acquisition, and revenue generation.
- Excellent communication, negotiation, and relationship-building skills.
- Ability to achieve business targets while maintaining high service standards.

📌 Hiring_ Wealth Relationship Manager_ Leading Bank_ Gurgaon (New Delhi)
🏢 V-Konnect
📍 New Delhi