Relationship Wealth Manager

Role & responsibilities

• Manage a portfolio of affluent / HNI clients and maintain long-term relationships.
  
• Provide investment advisory and wealth planning based on client financial goals and risk appetite.
  
• Cross-sell wealth products such as Mutual Funds, Insurance, PMS, Bonds, Structured Products, and Alternate Investments.
  
• Acquire new affluent clients and grow Assets Under Management (AUM).
  
• Regularly review client portfolios and recommend suitable investment strategies.
  
• Ensure high level of client servicing and retention.
  
• Achieve revenue targets through investment product sales and portfolio growth.
  
• Stay updated with market trends, financial products, and regulatory guidelines.