Relationship Wealth Manager

Ahmedabad

Job Views:

Created Date: 2025-06-14

End Date: 2025-07-12

Experience: 1 - 4 years

Salary: 35000

Industry: Others

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

Role Overview:

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:

Key Responsibilities:

Client Relationship & Business Development

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.

Investment & Advisory

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.

Customer Engagement

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.

Compliance & Process Management

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.

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.