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Manager/Sr. Relationship Manager- Equity & Wealth
Employeazy
Delhi NCR | New Delhi
Not Disclosed
1 - 6 Years
Full Time - Permanent
Views:15
Applicants:0
Posted on 9 Nov, 2026
In Office
Job Description | Responsibilities
As an Equity & Wealth Relationship Manager at Employeazy, your core goal is to manage HNI portfolios & drive AUM growth.
Responsibilities:
- HNI Acquisition: Manage affluent clients with Rs 1 Cr+ in investable assets
- Financial Advisory: Portfolio consulting across Equity, Mutual Funds, PMS, and Structured Products
- AUM & Revenue Growth: Drive continuous asset accumulation & wealth revenue
- Client Retention: Foster long-term networks to boost wallet share
Overview
- Industry - Private Equity & Investment Firms, , BANKING / FINANCIAL SERVICES / BROKING
- Job Role - Product Manager - Mutual Funds, Fund Management, Asset Operations Executive / Manager
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Relationship Manager
Senior Relationship Manager
Wealth Management
Private Banking
Wealth Manager
Equity Advisor
Financial Advisory
Portfolio Management Services
PMS
Mutual Funds
Structured Products
AUM Growth
Revenue Generation
HNI Client Handling
UHNI Portfolios
Affluent Banking
NISM Certified
CFP
CFA
MBA Finance
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