Wealth Relationship Manager

6 hours ago

Kanpur Uttar Pradesh India, Uttar Pradesh Wise Finserv Full time


Role Description

This is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & Lucknow


The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage.

Key Responsibilities

  • Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles.
  • Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and performance against benchmarks like Sensex, NIFTY, and blended indices.
  • Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements.
  • Ongoing Advisory: Monitor and review client plans regularly, updating them with market developments, new financial products, or regulatory changes impacting savings and investments.
  • Cross-Selling & Relationship Management: Deepen client relationships by cross-selling mutual funds, fixed deposits, bonds, and other financial products in line with their evolving needs.
  • Risk Profiling & Guidance: Help clients determine their risk appetite based on short- and long-term goals, age, family status, employment, and expenses.
  • Comprehensive Reviews: Conduct in-depth assessments of client financial circumstances, current provisions, and future aspirations.
  • Knowledge Application: Leverage strong analytical skills, fiscal knowledge, and customer-centric service to guide clients toward informed investment decisions.


Qualifications & Skills

  • Bachelor’s degree in Finance, Business, or a related field.
  • Previous experience in Private Wealth Management or Financial Services preferred.
  • Professional certifications such as CFP, CWM, or CFA will be considered a strong advantage.
  • Excellent interpersonal and communication skills.
  • Strong analytical, organizational, and problem-solving abilities.
  • High attention to detail and ability to manage sensitive client information with discretion.
  • Proficiency in Microsoft Excel and PowerPoint.

  • Relationship Manager

    1 week ago

    Kanpur, Uttar Pradesh, India Mintskill Hr Solutions LLP Full time ₹ 24,00,000 - ₹ 48,00,000 per year

    Relationship Manager Key Responsibilities: • Client Acquisition & Business Development: Onboard HNI / Ultra-HNI clients (₹1 Cr portfolio size) through personal networks & market connects • Relationship Management: Strengthen long-term client relationships with top-notch service & compliance • Financial Planning & Advisory: Provide tailored...

  • Business Development manager

    3 days ago

    Kanpur, Uttar Pradesh, India Alvoral Private Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We are looking for a confident, driven, and service-oriented Business Development Manager who can identify, acquire, and service High Net-Worth Individuals (HNIs). The ideal candidate will have a strong relationship-building background and a deep understanding of the lifestyle, expectations, and financial needs of HNI clients.Key ResponsibilitiesIdentify and...

  • Relationship Manager

    7 days ago

    Kanpur, Uttar Pradesh, India Axis Asset Management Co Ltd Full time ₹ 5,00,000 - ₹ 20,00,000 per year

    Relationship Manager- The role of a Relationship Manager involves managing client relationships and ensuring customer satisfaction. - Candidates should have a minimum of 4 years and a maximum of 9 years of relevant experience. - The position is based in Kanpur and focuses on building and maintaining strong client connections. - Responsibilities may include...

  • Relationship Manager

    7 days ago

    Kanpur, Uttar Pradesh, India YES BANK Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Title: Sr. Relationship ManagerDepartment: Mid CorporatesExperience: 10+ YearsRole SummaryWe are looking for a dynamic and result-oriented Senior Relationship Manager (SRM) to join our Mid Corporates (MC) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from ₹500 Cr to ₹1500 Cr,...

  • Relationship Manager

    7 days ago

    Kanpur, Uttar Pradesh, India Digital International Intermesh Pvt. ltd. Full time ₹ 4,50,000 - ₹ 6,00,000 per year

    Company DescriptionDigital International Intermesh Pvt. Ltd. is a buyer-supplier matchmaking platform that offers verified, procured, and 100% Product Matter Sheet (PMS) qualified buyers for SMEs across the globe. Our mission is to connect businesses with the right partners to facilitate efficient and effective transactions and partnerships.Job...

  • Executive Relationship Manager

    3 days ago

    Kanpur, Uttar Pradesh, India Bajaj Life Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionBajaj Life Insurance is one of the fastest-growing life insurance companies in India, offering a diverse range of plans, including ULIPs, term insurance, and retirement policies. With over 3.85 crore policyholders, an AUM of ₹1.3 Lakh Crores, and a 99.29% claim settlement ratio, we are dedicated to providing financial protection and...

  • Customer Relationship Manager

    2 weeks ago

    Kanpur, Uttar Pradesh, India Happy Staffers Full time ₹ 1,50,000 - ₹ 3,00,000 per year

    Job Title: Team Lead – Client Relationship ExecutivesLocation: KanpurWorking Days: 6 Days a WeekSalary: Up to ₹20,000 (in-hand) + IncentivesJob Description:We are hiring a Team Lead to manage a team of 2 Client Relationship Executives. Responsibilities include generating and converting manufacturer leads, conducting face-to-face meetings, and achieving...

  • Buyer Relationship Manager

    2 weeks ago

    Kanpur, Uttar Pradesh, India Larsen & Toubro Infotech Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description Skills Knowledge & Posting Location BUSINESS DEVELOPMENTMinimum Qualification: B.TECH/B.E ROLE DESCRIPTION / PRIMARY RESPONSIBILITIES:Position: Relationship Manager - Buyer L&T is a major technology, engineering, construction, manufacturing and financial services conglomerate, with global operations. The Company addresses critical needs...

  • Development/Relationship Manager

    2 weeks ago

    Kanpur, Uttar Pradesh, India ICICI Lombard Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Title :- Development/Relationship Manager - Health Agency(Kanpur)Vertical :- Health AgencyLocation : KanpurDate :- 10th Sep 2025 (Wednesday)Minimum Experience: 1-10 yearsIndustry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCGRoles and Responsibilities:1) Sales of health insurance through Agency Channel.2) Recruit, Train Agents...

  • Relationship Officer

    4 weeks ago

    Kanpur, Uttar Pradesh, India Rupee Finance Full time

    Company Description Rupee Finance is the Brand Owned By LALITPRAKASH Financial Services, A Corporate Partner For Banks and NBFCs. Based Out At Prayagraj, We are hiring for Across Locations. We are hiring for Personal Loans, Business Loans, HL and LAP, Credit Card's and EMI Card's. Role Description This is a full-time remote role for a Relationship...