Preferred-Female Candidates

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

📌 Relationship Wealth Manager_Leading Bank_Delhi NCR (Delhi)
🏢 V-Konnect
📍 Delhi