Relationship Manager/Senior Relationship Manager - Private Wealth Management - Bank (1-12 Yrs) Metros/Mumbai/Navi Mumbai/Bangalore/Pune/Delhi NCR/Chennai (BFSI Sales)

Job Description:We are hiring Relationship Managers for our Wealth Management team across top metro cities, including Mumbai, Bengaluru, Hyderabad, Chennai, Kolkata, and Pune. About the Role: As a Relationship Manager, you will be responsible for acquiring and managing HNI/UHNI clients , Super HNI, Large Clients & PCG , ensuring growth in AUM (Assets Under Management), and delivering top-notch wealth advisory services.Key Responsibilities: - Acquire new-to-firm (NTF) HNI/UHNI clients, Super HNI, Large Clients & PCG and drive revenue generation.
-Build and manage a robust client portfolio by analyzing their financial goals.
-Provide tailored financial advice on investment products such as Mutual Funds, PMS, Bonds, and more.
-Monitor market trends to ensure client portfolios remain aligned with current opportunities.
-Conduct mandatory client meetings to maintain strong relationships and deliver updates on market scenarios.
-Collaborate with internal teams to execute effective investment strategies. What We re Looking For: - Education: Graduate/Post-Graduate in any discipline.
-Experience: 5 years in Wealth Management, preferably from a wealth platform or banking background.
-Skills: Strong domain knowledge of investment products, market trends, and a client-first approach. Certifications like AMFI/IRDA are a plus.
-IT Skills: Proficiency in MS Office, especially Excel. Compensation: - 15-30 LPA (based on experience and performance). Locations Available: Mumbai, Pune, Bengaluru, Hyderabad, Chennai, Kolkata. Why Join Us- Work with a leading Wealth Management firm with a strong client base.
-Exciting growth opportunities with exposure to the latest investment products.
-Competitive pay and performance-based incentives. How to Apply: Send your updated resume to: Please include the subject line: Application for Relationship Manager - Wealth Management. For queries, feel free to reach out via email. Don t miss the opportunity to join a high-growth organization and build a successful career in Wealth Management! (ref:updazz.com)

Payroll Type : Permanent