Wealth RM

Hiring | Wealth Relationship Manager | Panjim, Goa

We are looking for an experienced Wealth Relationship Manager to join a leading wealth management organization in Panjim, Goa.

🔹 Key Responsibilities
• Manage and grow relationships with HNI / Affluent clients
• Understand clients’ investment needs and provide research-based investment solutions
• Drive sales across Mutual Funds, Insurance, PMS & Structured Products
• Acquire new HNI/Wealth clients and expand the existing client base
• Increase client wallet share & product penetration
• Conduct client meetings and achieve business targets

🔹 Candidate Profile
✅ 4+ years of experience in Wealth Product Sales
✅ Experience handling / acquiring HNI & Wealth customers
✅ Strong knowledge of investment products
✅ Excellent relationship management, communication & presentation skills
✅ Graduate / Postgraduate with relevant experience

📍 Location: Panjim, Goa

📩 Interested candidates can share their CV at:
priyankagomes@boyenhaddin.in

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