Relationship Wealth Manager

3 - 8 years

3 - 7 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Roles and Responsibilities

  • Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
  • Provide personalized investment solutions through mutual funds, PMS, and other financial products.
  • Identify cross-selling opportunities for insurance, retail sales, and third-party products to increase revenue streams.
  • Develop and maintain strong relationships with internal stakeholders to ensure seamless delivery of services.
  • Monitor market trends and economic indicators to provide expert advice on portfolio management.

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Sharekhan logo
Sharekhan

Financial Services

Mumbai

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