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Relationship Manager - Wealth
Vrinda GlobalDelhi, India, India19 days ago
Job descriptionMinimum 10 years of experience in wealth management or private banking. Proven track record of handling HNI / UHNI portfolios and achieving AUM targets. Strong knowledge of wealth products and financial markets. Excellent communication, interpersonal, and client relationship management skills. Certifications like NISM, CFP, CFA (preferred) . Graduate / Postgraduate in Finance / Commerce / Management or equivalent.
Industry : Non-Banking Financial Services
Experience : Minimum 10 Years
Clientele : HNI & UHNI Clients
About the Company
Join one of India’s leading Non-Banking Financial Institutions, known for its robust product suite, ethical practices, and strong client relationships. The organization is a trusted partner for high-net-worth individuals seeking tailored investment and wealth solutions.
Key Responsibilities
- Acquire, manage, and deepen relationships with HNI & UHNI clients .
- Sell a full range of wealth management products , including :
- Mutual Funds, PMS, AIFs, Bonds
- Structured Products
- Insurance (Life & General)
- Alternate Investments
- Estate & Tax Planning Solutions
- Understand client needs, risk profiles, and financial goals to create personalized investment strategies.
- Monitor portfolio performance and provide regular reviews and rebalancing advice.
- Maintain highest levels of service and ensure compliance with internal and regulatory guidelines.
- Leverage internal research and market insights to guide clients effectively.
- Collaborate with internal product, research, and operations teams for seamless client servicing.
Requirements
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Relationship Manager • Delhi, India, India
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