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Relationship Manager Wealth

Fresher   Delhi, BangaloreBangalore, Chennai, Hyderabad, Gurugram, Pune, Mumbai City   30 Jun, 2026
Unidus Services
Job LocationDelhi, BangaloreBangalore, Chennai, Hyderabad, Gurugram, Pune, Mumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Position: Relationship Manager WealthLocation: PAN IndiaExperience: 3- 6 YearsQualification: Graduate/Postgraduate in any disciplineIndustry: Wealth Management / BFSIKey Responsibilities
    • Acquire and manage HNI clients.
    • Build and maintain long-term client relationships.
    • Understand clients financial goals and recommend suitable investment solutions.
    • Sell Wealth Management products like Mutual Funds, Equities, Debt Products, Structured Products, Real Estate Funds, etc.
    • Cross-sell financial products to existing clients.
    • Increase portfolio value and customer profitability.
    • Generate new business through networking and referrals.
    • Conduct customer profiling and portfolio reviews.
    • Execute client acquisition campaigns and marketing initiatives.
    • Coordinate with research, investment, and compliance teams.
    • Stay updated with financial markets, industry trends, and regulatory changes.
    Skills Required
    • Relationship Management
    • Wealth Management
    • HNI Client Handling
    • Investment Advisory
    • Portfolio Management
    • Client Acquisition
    • Cross Selling
    • Financial Planning
    • Business Development
    • Sales

Keyskills :
wealthrelationshipmanagerhniadvisor

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