Wealth Relationship Manager

4 hours ago

Vadodara, Gujarat, India V Konnect Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Role & responsibilities

As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.

  • Client Acquisition and Onboarding:

  • Identify potential HNI/UHNI clients and develop strategies for client acquisition.

  • Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.

  • Wealth Management Advisory:

  • Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives.

  • Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.

  • Portfolio Management:

  • Design and manage investment portfolios based on clients' risk profiles and financial objectives.

  • Monitor market trends and economic developments to make informed investment recommendations.

  • Relationship Building:

  • Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.

  • Address client inquiries, concerns, and requests in a timely and efficient manner.

  • Cross-Selling and Upselling:

  • Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients.

  • Compliance and Risk Management:

  • Ensure compliance with regulatory requirements and internal policies.

  • Mitigate risks associated with client portfolios and financial transactions.

  • Market Research:

  • Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice.

  • Reporting and Documentation:

  • Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.

  • Generate regular reports for clients on their investment portfolios.

  • Wealth Manager

    6 hours ago

    Vadodara, Gujarat, India Talent Corner Hr Services Full time ₹ 8,33,333 - ₹ 25,00,000 per year

    We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products, and Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business Required Candidate profileStrong knowledge of equity, mutual funds, insurance, and other investment products. SEBI/NISM...

  • Wealth Manager

    2 weeks ago

    Vadodara, Gujarat, India Mirae Asset Sharekhan Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Require Wealth RM for MF/PMS/AIF/SIP.Managing HNI customers and development of Wealth Business at Baroda location.

  • Relationship Manager

    5 days ago

    Vadodara, Gujarat, India Khushi Wealth Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Responsibilities:* Manage client portfolios* Build & maintain client relationships* Collaborate with sales team on strategies* Present investment opportunities* Monitor market trendsAccessible workspace

  • NRI- Relationship Manager

    8 hours ago

    Vadodara, Gujarat, India ACURA SOLUTIONS LTD Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role/ Job Title:NRI - Relationship ManagerFunction/ Department:Elite BankerJob PurposeTeam Leadership and ManagementCustomer AcquisitionRelationship ManagementPerformance Monitoring and ReportingCompliance and Risk ManagementTake ownership of driving RMs across Shifts which correspond to global time zones as per business requirement- US/Canada. EURO/UK, ASIA...

  • Technical Analyst

    1 day ago

    Vadodara, Gujarat, India UpperCrust Wealth Pvt. Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Top 5 Reasons to Build Your Career at UpperCrust WealthWork With One of India's Most Disciplined PMS TeamsBe part of a SEBI-registered PMS managing ₹250+ crore with a strong moat-investing philosophy and deep research culture.Full Exposure to Equity, Commodities & Cross-Asset ResearchFrom equities and sector rotation to commodities, currencies, bond yields...

  • Relationship Manager

    2 days ago

    Vadodara, Gujarat, India e176b718-24bf-4251-abb2-1ee9df3b9bc6 Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Company DescriptionUTI Pension Fund Limited (UTI PFL) is one of India's premier Pension Fund Managers, registered under the Pension Fund Regulatory & Development Authority (PFRDA) as part of the National Pension System (NPS). Managing assets under management (AUM) of over ₹3.84 lakh crore as of July 2025, UTI PFL serves Government, Corporate, and Retail...

  • Relationship Manager

    2 weeks ago

    Vadodara, Gujarat, India Amar Cars Full time ₹ 1,20,000 - ₹ 3,00,000 per year

    Amar cars is Hiring , Relationship Manager Experience : 0 -15 years Location Vadodara Industry : Automobile Dealership 4 wheeler Driving license mandatorySalary : up to 25k + Attractive Incentives share your cv on

  • Relationship Manager

    2 weeks ago

    Vadodara, Gujarat, India PRIME IDEA VENTURE Full time ₹ 2,40,000 per year

    Key ResponsibilitiesProvide personalized investment advice and financial planning solutions to HNI and UHNI clients.Design and implement goal-based financial plans considering client's risk appetite, time horizon, and financial objectives.Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other...

  • Relationship Manager to Sales Manager

    1 day ago

    Vadodara, Gujarat, India HDFC Life Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionHDFC Life is one of India's leading private life insurance companies, offering a wide range of individual and group insurance solutions. It is a joint venture between HDFC, India's leading housing finance institution, and abrdn plc, a prominent financial services provider in the UK. HDFC Life's diverse product portfolio caters to various...

  • Senior Relationship Manager

    2 days ago

    Vadodara, Gujarat, India b5efbe03-3c8d-4ce6-8491-7c9c56fd8532 Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Senior Relationship ManagerMinimum Experience Level0 - 4 yearsJob Qualifications