Relationship Manager-Wealth Management

3 weeks ago

Gurugram Gurugram India Aabhar Corporate Services Limited Full time

Job Description Relationship Manager- Wealth Management Location-Gurgaon Experience - 2-4 Years Role Description We are looking for a dynamic Relationship Manager Wealth Management to manage and grow a portfolio of HNI/Ultra-HNI and corporate clients by offering tailored financial and investment solutions. Key Responsibilities - Develop and manage relationships with HNI, Ultra-HNI, and corporate clients to drive AUM and revenue growth. - Understand clients financial goals, risk appetite, and investment preferences to create customized wealth management strategies. - Provide end-to-end advisory on investments, insurance, tax planning, and estate planning. - Advise clients on portfolio structuring, asset allocation, and rebalancing based on market trends and suitability. - Conduct regular portfolio reviews and performance updates with clients. - Ensure 100% compliance with SEBI/RBI/IRDA regulations and internal policies. - Acquire new HNI clients through networking, referrals, and market intelligence. - Maintain proper KYC, documentation, and audit-ready records. Skills & Qualifications Strong knowledge of wealth products: MF, PMS, AIF, Bonds, Insurance, NPS Excellent communication and client engagement skills Market awareness and analytical ability Graduate/Postgraduate in Finance/Commerce/Business Certifications preferred: NISM VA, NISM XA/XB, IRDA

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