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 HNIs through effective communication and relationship-building skills.
• Develop and maintain a deep understanding of each client's needs to deliver personalized service and achieve business targets.
• Collaborate with internal teams to ensure seamless execution of transactions, reporting, and servicing for HNI clients.

Job Requirements :

• 1-9 years of experience in wealth management or related field.
• Strong knowledge of mutual funds sales, AIFs, and HNI client handling.
• Excellent communication and interpersonal skills for building strong relationships with clients.