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Affluent Wealth Relationship Manager
2 weeks ago
Job Title: Affluent Wealth Relationship Manager
Location: Chennai
Were looking for a Relationship Manager to join our Wealth Management team, focused on managing and acquiring HNI (High Net Worth Individual) clients.
Key Responsibilities:
- Bring in and manage Affluent & Super Affluent clients.
- Advise clients on their financial portfolios, investments, and wealth-building strategies.
- Generate AUM (Assets Under Management) and deepen wallet share from existing clients.
- Track market opportunities and acquire new HNI clients.
- Collaborate with internal product and research teams to offer tailored investment solutions.
- Participate in business development activities like workshops and seminars.
What We're Looking For:
- Minimum experience in HNI client handling, investment advisory, and financial planning.
- Solid understanding of wealth management products and financial markets.
- Strong relationship-building and sales skills.
- Prior experience in the BFSI sector is preferred.
Interested? Apply Now
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Thanks & Regards,
Chinmaya | HR Associate