Wealth Portfolio Manager

8 hours ago


Anand, Gujarat, India beBeeWealthManagement Full time ₹ 5,00,000 - ₹ 15,00,000
Key Role: Relationship Manager - Wealth

The key role of a Relationship Manager in wealth management is to build strong relationships with high net worth individuals and manage their wealth portfolios effectively.

Responsibilities:

  • Acquire and manage HNI clients, ensuring seamless service delivery.
  • Conduct client profiling to offer Debt, Equity, Mutual Funds, Structured Products, and Real Estate investments.
  • Analyze and manage client portfolios for performance and profitability.
  • Drive cross-selling initiatives, deepen relationships, and enhance the share of wallet.
  • Support marketing plans and acquisition initiatives in the corporate/HNI space.

Requirements:

  • MBA / PGDBA / PGPM or equivalent degree.
  • AMFI / NISM certification is mandatory; IRDA certification is preferred.

Skill Set:

  • Wealth management and financial markets knowledge.
  • Client acquisition and relationship management skills.
  • Portfolio analysis and management expertise.
  • Business development and cross-selling abilities.


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