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Relationship Manager(Wealth RM)
Relationship Manager(Wealth RM)
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Relationship Manager(Wealth RM)

ANMOL SINGH's profile picture
Posted by ANMOL SINGH
8 - 15 yrs
₹10L - ₹18L / yr
Bengaluru (Bangalore)
Skills
Wealth management
Portfolio management
PMS
Investment management

Role Overview:

We are hiring experienced Wealth Relationship Managers to manage and grow HNI/UHNI client portfolios. The role involves driving investment product sales and providing holistic wealth solutions.

This is an individual contributor role focused on revenue generation and client acquisition.


Key Responsibilities:

  • Acquire and manage HNI/UHNI clients
  • Drive sales of:
  • Mutual Funds
  • PMS (Portfolio Management Services)
  • AIF (Alternative Investment Funds)
  • Structured Products
  • Bonds & other Wealth Products
  • Cross-sell and up-sell investment solutions based on client profiling
  • Build and maintain long-term client relationships
  • Achieve revenue and AUM targets
  • Ensure compliance and documentation adherence


Eligibility Criteria:

  • Experience: Around 8 years in Wealth / Investment Advisory / Stock Broking / Banking
  • Strong exposure to investment product sales
  • Proven track record in revenue generation & AUM build-up
  • Strong HNI client base preferred



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About Talentfoxhr

Founded :
2025
Type :
Services
Size
Stage :
Bootstrapped

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Shubham Vishwakarma

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