Wealth Relationship Manager

1 day ago

Delhi, Delhi, India GREEN GAIN Full time ₹ 3,00,00,000 - ₹ 6,00,00,000 per year

We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth.

Key Roles & Responsibilities

  • B2B Business Development: to expand business reach and revenue.
  • Client Acquisition: Identify, approach, and onboard HNI and corporate clients for investment portfolio management.
  • Cross-Selling: Promote and sell a wide range of financial products including health insurance, motor insurance, life insurance, loans, and other investment solutions.
  • Sales Achievement: Consistently meet and exceed sales, revenue, and business growth targets.
  • Portfolio Support: Assist in handling and monitoring client investment portfolios in coordination with wealth experts.
  • Sales Promotion: Plan, organize, and execute promotional activities to enhance visibility and client engagement.
  • Relationship Management: Build, nurture, and maintain long-term professional networks with partners and clients.
  • MIS & Reporting: Prepare and publish regular business reports, MIS, and performance analysis.
  • Data Analytics: Perform data mining, client profiling, and market segmentation to identify growth opportunities.
  • Operational Support: Carry out other business/official tasks as assigned by management.

Required Skills & Competencies

  • Excellent communication skills in Hindi, English, and local language.
  • Strong interpersonal and relationship-building abilities.
  • Logical aptitude with strong problem-solving and follow-up skills.
  • High level of commercial awareness and understanding of wealth/investment products.
  • Proficient in MS Office, CRM tools, and digital platforms.
  • In-depth knowledge of the local market and geography.

Qualifications & Experience

  • Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field.
  • 1+ years of relevant experience in wealth management, financial services, or investment advisory.
  • Exposure to B2B business development and HNI/corporate client handling will be highly preferred.

Compensation & Benefits

  • Salary Package: ₹2.5LPA – ₹5 LPA (Fixed + Performance-based Incentives).
  • Lucrative incentive structure linked to acquisition targets and revenue generation.
  • Additional benefits and allowances as per company policy.
  • Career progression opportunities to Senior Acquisition Manager / Business Head roles.

Job Type: Full-time

Pay: ₹10, ₹40,000.00 per month

Education:

  • Bachelor's (Preferred)

Experience:

  • total work: 1 year (Preferred)
  • Sales: 1 year (Preferred)
  • Management: 1 year (Preferred)

Language:

  • English (Preferred)

Work Location: In person

Speak with the employer

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