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.
Robust 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