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Relationship Wealth Manager - Bank

NGC CORPORATE RESOLUTION PRIVATE LIMITEDUP, India

30+ days ago

Job description

About the Company :

Nexedge Capital is a fast-growing asset and wealth management start-up focused on providing innovative investment solutions and personalized financial strategies. Our mission is to empower clients by managing their wealth efficiently and delivering high-quality financial services. Join us to be part of a dynamic team shaping the future of asset management.

About the Role :

We are seeking a highly motivated and client-focused Relationship Wealth Manager to join our dynamic Wealth and Asset Management team. The ideal candidate will be responsible for managing high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs), delivering customized financial solutions, and building long-term relationships to drive business growth.

Key Responsibilities :

Develop and manage a portfolio of HNI and UHNI clients, providing tailored investment and financial planning solutions.
Conduct comprehensive financial needs analysis and risk profiling to recommend suitable wealth management products.
Achieve business targets through cross-selling of investment products, insurance, loans, and other financial instruments.
Maintain ongoing communication with clients to review portfolios and update them on market trends and opportunities.
Ensure compliance with all regulatory guidelines and internal policies.
Collaborate with internal teams (research, product, compliance) to ensure smooth client servicing and onboarding.
Attend networking events and leverage market intelligence to acquire new clients.
Keep abreast of industry trends, new products, and regulatory changes.

Job Specifications : Candidate with following qualification / Experience only need apply :

MBS or a related qualification.

Minimum 10 years of experience in wealth management, financial advisory, or related areas.

A 5 years stable candidate in last job is preferred.

For Metro Citi should have managed INR 500 Cr. AUM size; For Mini Metro Citi the AUM managed should be INR 300 Cr.; And for Small Cities the managed AUM size should be INR 200 Cr.

Proven track record in client acquisition, portfolio management, and revenue generation.

Proven track record of managing HNI clients and achieving business targets.

Excellent communication, interpersonal, and negotiation skills, Expert in Managing Documentation.

Local market knowledge in the regions mentioned.

Proven track record in managing B2C line of Skills :

Knowledge of investment products : mutual funds, PMS, AIFs, insurance, fixed income, equities, etc.

Expert in MS Office and CRM systems.

Soft Skills :

Strong interpersonal and communication skills

High emotional intelligence and client-centric mindset

Strong analytical and problem-solving abilities

Ability to work independently in a performance-driven environment

ref : iimjobs.com)

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Relationship Manager • UP, India