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Wealth Relationship Manager

1.00 to 10.00 Years   Lucknow   31 Aug, 2026
Waytogo Consultants Pvt Ltd Hiring For Leading MNC Bank
Job LocationLucknow
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job DescriptionWe are hiring a Senior Wealth Relationship Manager for a leading MNC Bank.Key Responsibilities
    • Acquire and manage HNI and UHNI clients for the banks wealth management business.
    • Build and maintain strong relationships with high-value clients and understand their financial goals.
    • Provide comprehensive wealth management solutions across Mutual Funds, PMS, AIF, Bonds, Structured Products, Direct Equity, Life Insurance and other investment products.
    • Manage and grow the existing client portfolio while ensuring regular portfolio reviews and relationship deepening.
    • Achieve assigned targets for AUM, revenue, client acquisition and cross-selling.
    • Identify new business opportunities through referrals, networking and client relationships.
    • Coordinate with internal product specialists and investment teams to provide suitable solutions to clients.
    • Ensure high standards of customer service, compliance and regulatory adherence.
    • Maintain strong knowledge of financial markets, investment products and wealth management trends.
    Candidate Requirements
    • Minimum 48 years of experience in Wealth Management / Private Banking.
    • Experience in handling HNI / UHNI clients is mandatory.
    • Strong knowledge of investment and wealth products such as Mutual Funds, PMS, AIF, Bonds, Structured Products and Insurance.
    • Proven experience in AUM management, revenue generation and client acquisition.
    • Excellent communication, relationship management and sales skills.
    • Relevant NISM certifications will be preferred.
    • Candidates currently working with Private Banks, MNC Banks, Wealth Management Firms, Broking Houses or leading Financial Institutions are preferred.

Keyskills :
sipacquisitionwealth managementclient relationship managementmutual fundsprivate banking wealth managementaum growth

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