Wealth Manager

Job Description Relationship Manager (Wealth)

Location: Nagpur

Key Responsibilities

• Acquire and manage HNI, UHNI, Mass Affluent & Family Office clients.
• Build and maintain strong client relationships.
• Generate and grow AUM and revenue.
• Advise clients on investment opportunities across asset classes.
• Identify new business opportunities and increase wallet share.
• Coordinate with Product & Research/CFP teams for investment solutions.
• Participate in client meetings, seminars, and business development activities.

Requirements

• Graduate in any discipline.
• Experience in Wealth Management, Stock Broking, Private Wealth Management, or Banking.
• Strong communication, analytical, and relationship management skills.
• Experience advising clients across asset classes.
• Minimum 2 years of stability/vintage in current and previous organizations.

Compensation: Best in Industry