
Wealth Portfolio Manager
8 hours ago
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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