Client Relationship Manager

Wealth Relationship Manager (HNI Sales)

Role :

Responsible for acquiring, managing, and retaining HNI clients (₹35L+ investments) by providing financial planning, investment advisory, and portfolio management.

Requirements :

Min. 1+ years experience in Wealth Management / Private Banking / BFSI.

Must have handled HNI clients with a ₹35L+ portfolio.

MBA / PGDM (Finance / Marketing) preferred; CFP is a plus.

Strong client relationship, market knowledge & communication skills.

Salary up to 15 LPA + Incentives + benefits (Depend on Interview)

Key Responsibilities :

Acquire & manage HNI clients, grow AUM.

Advise across asset classes & deepen client relationships.

Track market trends & work with research / product teams.

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