01Overview
Job Description
We are looking for an experienced Wealth Relationship Manager to manage and grow HNI/UHNI client relationships while driving revenue and wealth advisory business.
Key Responsibilities
Acquire and manage HNI & UHNI client relationships.
Manage an active Equity and Mutual Fund portfolio.
Generate revenue through equity dealing.
Advise clients on Equity, Mutual Funds, PMS, AIF, Bonds, MLDs, and other wealth products.
Promote Advisory and Managed Investment solutions.
Ensure SEBI compliance and accurate client documentation.
Coordinate with Operations, Product, and Fund Management teams for seamless execution.
Profiling Customers and providing financial products to meet customer needs
Mandatory Requirements
7+ years of experience in Wealth Management.
Candidate age group less than 40 years .
Strong Equity Dealing experience.
Active Equity + Mutual Fund Book of 100 Crore+ (Mandatory).
Strong network with HNI/UHNI clients.
Expertise in PMS, AIF, Mutual Funds, MLDs, Bonds, and Wealth Advisory.
Excellent relationship management and business development skills. .
