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 :Contact :