Relationship Manager Wealth Management (Multiple Openings)

Job Description

div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 >_*]:min-w-0 gap-3 standard-markdown >We are hiring experienced professionals for multiple roles in Wealth Management across Bangalore, Hyderabad, Chennai, and Coimbatore:
• Wealth Professional
• Relationship Manager Wealth
• Wealth Manager
• Cluster Head Wealth
Key Responsibilities:
• Acquire and manage HNI/UHNI client relationships
• Provide wealth management and investment advisory solutions to clients
• Grow and manage client investment portfolios
• Cross-sell investment products including Mutual Funds, Equities, Fixed Income, PMS, AIF, and Insurance
• Drive business development activities and achieve revenue targets
• Deliver exceptional client service while building long-term relationships
• Stay updated on market trends, investment products, and regulatory changes
Desired Candidate Profile:
• 3-6 years of experience in Wealth Management, Private Banking, or Investment Advisory
• Graduate/Postgraduate in any discipline
• Strong communication, relationship management, and business development skills
• Proven track record of HNI/UHNI client acquisition and portfolio growth
• Self-driven, target-oriented, and customer-focused approach
Key Skills: Wealth Management, HNI, UHNI, Relationship Management, Mutual Funds, Equities, PMS, AIF, Portfolio Management, Client Acquisition, Business Development, Private BankingContact:hidden_email

Keyskills :
hni client handlingb2c