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(Only 24h Left) Client Relationship Manager

(Only 24h Left) Client Relationship Manager

TekPillar®India
11 hours ago
Job description

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.
  • Email : shraddha@tekpillar.com
  • Contact : +91-84888 33693
  • Create a job alert for this search

    Client Relationship Manager • India

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