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Posted on 16 Sep, 2025
In Office
Job Description | Responsibilities
Relationship Manager – Wealth Management
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Handle and grow HNI client relationships
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Convert leads into investment portfolios
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Advise on Mutual Funds, Equity & Wealth products
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Monitor portfolio performance
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Prior experience in Wealth/Equity/MF
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Bachelor's/Master's in Finance or related field
Overview
- Industry - Banking / Financial Services
- Functional Area - Finance / Accounts / Tax / Company Secretary / Audit
- Job Role - Other Top Management, Finance & Accounts
- Employment type - Full Time - Permanent
- Work Mode - In Office
- Open To Hire - Other Industry
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Relationship Manager
HNI Relationship Management
Wealth Advisory
Mutual Funds
Equity
Portfolio Management
Lead Conversion
Financial Advisory
