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Wealth Relationship Manager
ConfidentialMumbai, Mumbai City, Navi Mumbai30+ days ago
Job descriptionGraduate or MBA / PGDM with strong financial acumen Proven experience in wealth management and HNI client handling Ability to develop and implement client acquisition plans Strong communication and advisory skills in financial products and services
Role Responsibilities :
- Manage HNI / UHNI clients for investment needs across MFs, equities, structured products
- Drive acquisition and relationship deepening through personalized financial solutions
- Cross-sell financial products including insurance, loans, and asset-backed offerings
- Ensure portfolio profitability and client retention through tailored investment strategies
Job Requirements :
Skills Required
Portfolio Management, Cross Selling, Wealth Management, Hni Acquisition, Mutual Fund Sales
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Relationship Manager • Mumbai, Mumbai City, Navi Mumbai