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Posted on 10 Aug, 2026
In Office
Job Description | Responsibilities
- Manage affluent/HNI client relationships and understand financial goals
- Acquire new clients and grow the wealth management portfolio
- Recommend suitable investment and financial products based on needs
- Monitor portfolios, handle reviews, renewals, and client queries
- Achieve revenue targets while ensuring strong client retention
Overview
- Industry - BANKING / FINANCIAL SERVICES / BROKING
- Job Role - Relationship Manager – Wealth
- 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
Wealth Management
Relationship Management
HNI Clients
Investment Advisory
Client Acquisition
Portfolio Management
Financial Products
Client Retention
Revenue Growth