Wealth Relationship Manager- B2C

We are looking for an experienced Wealth Relationship Manager/AVP B2C to manage and grow relationships with HNI and affluent clients, provide investment solutions and achieve business and revenue objectives.

Location: Gurugram | Experience: 40+ Years | Maximum Age: 40 Years

Key Responsibilities

• Understand clients’ financial goals, risk appetite and investment horizon through detailed discussions and portfolio reviews.
• Provide research-based investment advice across Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products and other wealth solutions.
• Conduct regular portfolio reviews and recommend suitable investment strategies across asset classes.
• Build and nurture long-term client relationships through meetings, portfolio discussions, client visits and virtual interactions.
• Act as a trusted advisor and single point of contact for investment and service requirements.
• Achieve targets across revenue, client acquisition, retention and wallet share.
• Drive cross-sell and upsell, identify portfolio gaps and increase product penetration.
• Acquire new clients through referrals, networking and other business-development initiatives.
• Work with research, product and operations teams for seamless client servicing.
• Maintain high standards of compliance, suitability, risk assessment, documentation and fair practices.

Candidate Profile

• Graduate/Postgraduate in Finance, Commerce, Economics or related discipline; CFP/NISM/CFA preferred.
• Investment product knowledge is mandatory.
• 4–10+ years of experience in wealth management, investment advisory or private banking.
• Proven experience managing HNI/Affluent clients and achieving revenue targets.
• Strong understanding of financial markets, investment products and portfolio advisory.
• Excellent communication, presentation, analytical and relationship-building skills.
• High integrity with a strong client-centric and solution-oriented approach.