Hni/ Uhni/ Wealth Relationship Manager

7 days ago


India Talent Leads Consultants Full time

Looking for all 4 Metros cities Mumbai Delhi Chennai Kolkata Ahmedabad Chandigarh Pune Hyderabd Build and maintain strong long-term relationships with a portfolio of high-net-worth clients Understand clients financial goals and risk tolerance to provide customized investment insurance and wealth planning solutions Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs Work closely with internal product specialists investment advisors insurance experts etc to deliver comprehensive financial solutions Proactively identify new business opportunities through referrals networking and cross-selling Stay updated on market trends financial products and regulatory changes to provide up-to-date advice Ensure compliance with regulatory and internal risk management policies Prepare and present periodic performance reports to clients Achieve sales and revenue targets as set by the business



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