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 (New Delhi)
🏢 V-Konnect
📍 New Delhi