Senior Wealth Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance on mutual funds, PMS, and other financial products.
• Develop and maintain strong relationships with HNIs to understand their financial goals and objectives, ensuring tailored solutions that meet their needs.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Monitor market trends and economic conditions to stay up-to-date on industry developments.

Job Requirements :

• 3-11 years of experience in wealth management or related field.
• Strong understanding of mutual funds sales, PMS, and HNI client handling.
• Excellent communication skills for building rapport with high-net-worth individuals.