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Mount Talent Consulting

Wealth Relationship Manager

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  • Posted a month ago

Job Description

Role Responsibilities:

  • Manage HNI/UHNI clients for investment needs across MFs, equities, structured products
  • Drive acquisition and relationship deepening through personalized financial solutions
  • Cross-sell financial products including insurance, loans, and asset-backed offerings
  • Ensure portfolio profitability and client retention through tailored investment strategies

Job Requirements:

  • Graduate or MBA/PGDM with strong financial acumen
  • Proven experience in wealth management and HNI client handling
  • Ability to develop and implement client acquisition plans
  • Strong communication and advisory skills in financial products and services

About Company

Mount Talent Consulting Pvt. Ltd. (MTC) is known for providing top-notch HR services from beginning to end. With the passion and dedication of our experienced and qualified team members, we have mastered the art of maintaining quality and dependability. By setting high-performance standards, MTC ensures complete satisfaction. MTC is in the Business of HR Tech, Hiring, Staffing, Payroll, Staff Augmentation, Outsourcing business. Runs a Job portal-www.rozgar.com, operating in South Asia & Middle East. The group offers AI driven HRMS platform: www.rozgarhrms.com. The pathbreaking platform has helped increase employee productivity & management by 70%+. Registered offices in Noida, India | New York, USA | Singapore | Dubai | Vietnam Clients Include Honeywell, Boston Consulting Group, Accenture, Wells Fargo, American Express, Honda, Landmark Group, ICICI Bank, HDFC & other large MNC's from across Countries.

Job ID: 115663073

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