Job Title: Relationship Manager – Wealth Management
Location: Ahmedabad / Surat / Vadodara, Gujarat
Experience: 4–8 Years
CTC: 9–15 LPA

Job Description:

We are looking for an experienced Relationship Manager for the Wealth Management segment in Ahmedabad. The candidate will be responsible for acquiring and managing HNI clients, understanding their investment requirements, providing suitable wealth management solutions, and driving business growth through client acquisition and relationship deepening.

Key Responsibilities:

Acquire and manage HNI clients and build long-term relationships.

Understand client financial goals and offer suitable investment products, including Debt, Structured Products, Equities, Mutual Funds, and Real Estate Funds.

Drive client acquisition through networking, referrals, and B2B/B2C business development.

Cross-sell investment products and services to increase wallet share and client profitability.





Manage portfolio revenue and achieve business growth targets.

Conduct client profiling and recommend appropriate investment solutions.

Collaborate with research, investment, and compliance teams to ensure effective and compliant service delivery.

Stay updated on market trends, economic developments, investment products, and regulatory changes.

Required Experience:

4–8 years of relevant experience in Wealth Management.

Solid experience in HNI client acquisition and relationship management.

Knowledge of investment products, portfolio management, and financial markets.

Excellent communication, networking, and business development skills.

Interested candidates with relevant experience may apply through [email protected]/(phone hidden)

Regards,
Team STAFFIAA

📌 Relationship Manager – Wealth Management (Gujarat)
🏢 STAFFIAA
📍 Gujarat