Relationship Manager-Wealth Management

Relationship Manager- Wealth Management

Location-Gurgaon

Experience - 2-4 Years

Role Description

We are looking for a dynamic Relationship Manager Wealth Management to manage and grow a portfolio of HNI/Ultra-HNI and corporate clients by offering tailored financial and investment solutions.

Key Responsibilities

• Develop and manage relationships with HNI, Ultra-HNI, and corporate clients to drive AUM and revenue growth.
• Understand clients financial goals, risk appetite, and investment preferences to create customized wealth management strategies.
• Provide end-to-end advisory on investments, insurance, tax planning, and estate planning.
• Advise clients on portfolio structuring, asset allocation, and rebalancing based on market trends and suitability.
• Conduct regular portfolio reviews and performance updates with clients.
• Ensure 100% compliance with SEBI/RBI/IRDA regulations and internal policies.
• Acquire new HNI clients through networking, referrals, and market intelligence.
• Maintain proper KYC, documentation, and audit-ready records.

Skills & Qualifications

Strong knowledge of wealth products: MF, PMS, AIF, Bonds, Insurance, NPS

Excellent communication and client engagement skills

Market awareness and analytical ability

Graduate/Postgraduate in Finance/Commerce/Business

Certifications preferred: NISM VA, NISM XA/XB, IRDA