Relationship Wealth Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships to identify their financial goals and provide tailored investment solutions.
• Sell mutual funds, AIFs, and other financial products to meet the needs of HNI clients through effective communication and relationship-building.
• Develop and maintain strong relationships with existing clients by providing exceptional customer service, resolving issues promptly, and offering personalized advice.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.

Job Requirements :

• 1-9 years of experience in wealth management or related field.
• Strong understanding of mutual funds sales and AIFs.
• Excellent HNI client handling skills with ability to build long-term relationships.