- Manage a portfolio of high net worth clients, providing personalized wealth management solutions to meet their financial goals.
- Identify new business opportunities through networking, referrals, and market research to drive growth in client acquisition.
- Develop and maintain solid relationships with existing clients to increase retention rates and cross-sell additional products or services.
- Collaborate with internal teams such as investment specialists, product managers, and operations staff to deliver exceptional service. Job
Requirements:
- 3-20 years of experience in private banking, wealth management, or related field.
- Proven track record of success in client acquisition and retention in the financial services industry.
- Strong understanding of investment products, including mutual funds, equities, fixed income securities, etc.
📌 Hiring For Senior Wealth Relationship Manager (Mumbai)
🏢 Nuvama Wealth and Investment
📍 Mumbai
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