01Overview
Job Role: Wealth Relationship Manager
Location: Pune | Mumbai | Gurugram
Work Mode: Work From Office (WFO)
Working Days: 5.5 Days (1st & 2nd Saturday Off)
Experience: 4-10 Years
NISM, CFP, or CFA certification will be an added advantage.
Job Summary
We are hiring experienced Wealth Relationship Managers to manage and grow relationships with Affluent and HNI clients. The ideal candidate should have strong experience in investment advisory, portfolio management, client acquisition, and wealth products.
Key Responsibilities
Manage and grow a portfolio of Affluent/HNI clients.
Understand clients' financial goals, risk appetite, and investment objectives.
Provide advisory on Mutual Funds, PMS, AIFs, Equities, Bonds, Insurance, Structured Products, and other investment solutions.
Conduct regular portfolio reviews and recommend suitable investment strategies.
Acquire new clients through referrals, networking, and relationship building.
Drive revenue, AUM growth, client retention, cross-selling, and wallet share.
Build long-term client relationships by delivering superior advisory and service.
Coordinate with internal product, research, and operations teams to ensure seamless execution.
Ensure compliance with regulatory guidelines and internal policies.
Required Skills & Experience
4-10 years of experience in Wealth Management, Private Banking, Investment Advisory, or Affluent Banking.
Experience managing Affluent/HNI/UHNI client portfolios.
Strong knowledge of investment products including Mutual Funds, PMS, AIFs, Equities, Bonds, Insurance, and Structured Products.
Proven track record in client acquisition, portfolio management, and revenue generation.
Excellent communication, presentation, and relationship management skills.
Graduate/Postgraduate in Finance, Commerce, Economics, or a related discipline.
NISM, CFP, or CFA certification will be an added advantage.
Preferred Industry Background:
Candidates from Wealth Management firms, Investment Advisory firms, NBFCs, Asset Management Companies (AMCs), or Private Banking/Affluent Banking divisions of leading banks are preferred.
If interested share your cv at aishwarya@beanhr.com
