Wealth Relationship Manager in Delhi

1 day ago

Delhi, Delhi, India Green Gain Financial Services LLP Full time ₹ 2,50,000 - ₹ 5,00,000 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 Responsibilities

  • B2B Business Development: Acquire and manage channel partners 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.

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.

About Company: We work on wealth management for HNI, corporate, and retail. With 40+ years of experience, our professionals in private wealth management, banking, and finance have an edge in terms of managing wealth portfolios more strategically.

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