Wealth Relationship Manager

3 weeks ago


Ambala Sonipat Sonepat Bilaspur Haryana, India V Konnect Full time

Job Description Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: - Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs). - Offer customized investment and banking solutions based on client needs and risk appetite. - Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans. - Conduct regular portfolio reviews and monitor financial goals of clients. - Ensure compliance with internal and regulatory policies while servicing clients. - Maintain high service standards and provide prompt resolution to client queries and issues. - Collaborate with internal teams (product, investment advisory, operations) for seamless client servicing. - Generate leads through networking, references, and market intelligence. - Achieve business targets on revenue, client acquisition, and product penetration.


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