Wealth Relationship Manager

Job Description – Wealth Relationship Manager

Position: Wealth Relationship Manager

Locations: Anand | Ankleshwar | Ahmedabad, Gujarat

Key Responsibilities:
Manage and grow relationships with HNI/UHNI clients and affluent customers.
Acquire new clients and develop a strong wealth management portfolio.
Generate business through Mutual Funds, PMS, AIF, Bonds, Equities and other investment products.
Understand clients’ financial goals and provide suitable investment solutions.
Maintain and deepen the existing client book through regular engagement.
Drive AUM growth, revenue generation and client retention.
Identify cross-selling and up-selling opportunities across investment products.
Ensure high-quality client service and timely resolution of client requirements.
Build strong relationships with key clients, referrals and potential investors.

Candidate Profile:

Experience in Core Wealth Management / Wealth RM / Private Banking / Investment Advisory.
Strong exposure to HNI client acquisition and relationship management.
Good understanding of wealth/investment products.
Proven track record in AUM mobilization and revenue generation.
Strong communication, networking and relationship-building skills.
Candidates with an existing client book / AUM will be preferred.