Affluent Relationship Manager with a leading Bank

Openmind Hr Solutions; Bhuj, Gandhidham, Jamnagar; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Openmind Hr Solutions seeks a seasoned Wealth Management professional to drive portfolio growth by expanding HNI and affluent client bases in Gujarat. You will deliver strategic investment advice and cross-sell Mutual Funds, PMS, insurance, CASA, and Fixed Deposits to optimize client outcomes.

Responsibilities include rigorous client profiling, maintaining KYC/AML compliance, and sustaining high retention through tailored solutions and proactive relationship management.

Qualifications

Responsibilities

• Portfolio Growth: Expand existing HNI and affluent customer accounts and acquire new high-value clients.
• Wealth & Investment Advisory: Pitch and cross-sell financial products including Mutual Funds, PMS, Life & General Insurance, CASA, and Fixed Deposits.
• Client Profiling: Conduct thorough financial assessments to align investment solutions with client goals.
• Compliance & Retention: Ensure strict adherence to KYC/AML regulations while maintaining high customer retention rates

Skills

Portfolio growth

Wealth advisory

Client profiling

Job description

Key Role & Responsibilities

• Portfolio Growth: Expand existing HNI and affluent customer accounts and acquire new high-value clients.
• Wealth & Investment Advisory: Pitch and cross-sell financial products including Mutual Funds, Portfolio Management Services (PMS), Life & General Insurance, CASA (Current Account Savings Account), and Fixed Deposits.
• Client Profiling: Conduct thorough financial assessments to align investment solutions with client goals.
• Compliance & Retention: Ensure strict adherence to KYC/AML regulations while maintaining high customer retention rates