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Posted on 26 Aug, 2026
In Office
Job Description | Responsibilities
- Acquire, onboard and manage HNI/UHNI clients.
- Achieve annual revenue, AUM and strategic product targets.
- Grow client wallet share and overall book size.
- Advise clients based on risk profile and investment objectives.
- Recommend MF, Bonds, PMS, AIF, PE and other wealth products.
- Regularly review client portfolios and provide investment insights.
- Partner with Federal Bank to generate leads and AUM.
- Maintain client relationships while ensuring regulatory compliance.
Overview
- Industry - IT - Consulting Services / Advisory Services, BANKING / FINANCIAL SERVICES / BROKING
- Job Role - Relationship Manager, Wealth Relationship Manager, Client Relationship Manager - B2B, Wealth 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 Management
Sales
Customer Service
Client Handling
Lead Generation
Cross-Selling
Business Development
CRM
Customer Retention
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