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Relationship Wealth Manager
Relationship Wealth Manager
Alliance Recruitment Agency
Ahmedabad, Gujarat, India
Job Views: 2 views
Manage banking and investment relationships of existing HNI clients.
Expand the portfolio by identifying and acquiring new HNI relationships.
Proactively cross-sell a full range of financial products to maximize wallet share.
Generate incremental business and revenue from assigned clients.
Offer personalized financial planning and investment advisory services.
Drive revenue through mutual funds, insurance, structured products, and other wealth offerings.
Engage clients with informed discussions about investment options based on risk appetite and goals.
Maintain regular interactions with mapped clients to ensure relationship health and portfolio quality.
Serve as the first point of contact for service and sales fulfillment.
Ensure high levels of client satisfaction through consistent follow-ups and proactive service.
Ensure all client interactions and sales activities are accurately recorded in the system.
Conduct thorough client profiling in line with internal processes and audit norms.
Adhere to internal compliance, regulatory, and audit requirements.
Female candidates only.
Minimum 1–2 years of experience in the banking or financial services industry.
Proven experience in handling HNI clients and managing a portfolio over ₹50 Cr is preferred.
Strong knowledge of investment products, mutual funds, and insurance.
Excellent communication, interpersonal, and relationship management skills.
Educational Details: Bachelor degree
State: Gujarat
Postal Code: 380051
Qualifications: Bachelor degree
Created Date: 2025-06-14
End Date: 2025-07-12
Experience: 1 - 4 year
Salary: 35000
Industry:
Openings: 1
Primary Responsibilities :
Job Title: Relationship Wealth Manager – HNI Sales (Female Candidates Only)
Industry: Banking / Financial Services
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Location: Ahmedabad
Experience: 1 - 4 Years
Compensation: No salary bar for the right candidate
We are seeking a dynamic and experienced Relationship Wealth Manager to manage and grow high-value client portfolios in the HNI segment. The ideal candidate will be responsible for enhancing customer relationships and driving investments, liabilities, and fee-based income, while ensuring the highest levels of customer satisfaction.
Experience Requirements:
Manage banking and investment relationships of existing HNI clients.
Expand the portfolio by identifying and acquiring new HNI relationships.
Proactively cross-sell a full range of financial products to maximize wallet share.
Generate incremental business and revenue from assigned clients.
Offer personalized financial planning and investment advisory services.
Drive revenue through mutual funds, insurance, structured products, and other wealth offerings.
Engage clients with informed discussions about investment options based on risk appetite and goals.
Maintain regular interactions with mapped clients to ensure relationship health and portfolio quality.
Serve as the first point of contact for service and sales fulfillment.
Ensure high levels of client satisfaction through consistent follow-ups and proactive service.
Ensure all client interactions and sales activities are accurately recorded in the system.
Conduct thorough client profiling in line with internal processes and audit norms.
Adhere to internal compliance, regulatory, and audit requirements.
Female candidates only.
Minimum 1–2 years of experience in the banking or financial services industry.
Proven experience in handling HNI clients and managing a portfolio over ₹50 Cr is preferred.
Strong knowledge of investment products, mutual funds, and insurance.
Excellent communication, interpersonal, and relationship management skills.
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