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Wealth Relationship Manager

Fresher   Nagpur, RaipurRaipur, Nashik, Jaipur, Kochi, Ludhiana   28 Jan, 2026
PEOPLENOMIC CONSULTING PRIVATE LIMITED
Job LocationNagpur, RaipurRaipur, Nashik, Jaipur, Kochi, Ludhiana
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    • Manage and grow a portfolio of HNI/UHNI clients
    • Acquire new clients through referrals and networking
    • Provide wealth management solutions across MF, PMS, AIF, bonds, and insurance
    • Understand client goals and offer suitable investment advice
    • Ensure high client satisfaction and long-term relationship management
    • Coordinate with internal teams for smooth execution and servicing
    • Ensure compliance with regulatory and company guidelines

Keyskills :
b2cwealthrelationship management

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