Hiring_ Wealth Relationship Manager_ Leading Bank_ Gurgaon

V Konnect; Gurugram District, New Delhi; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

V Konnect is seeking an experienced Wealth Relationship Manager to oversee and grow a portfolio of HNI clients by delivering customized wealth management and investment solutions. The role focuses on building long-term client relationships, expanding the client base, and driving portfolio performance in line with risk profiles and goals.

The ideal candidate will have strong knowledge of investments, excellent communication and negotiation skills, and a track record of achieving targets while

Qualifications

• Experience in wealth management / private banking preferred.
• Strong knowledge of investment products and financial markets.
• Proven ability to grow portfolios and generate revenue.

Responsibilities

• Manage and strengthen relationships with HNI/UHNI clients.
• Acquire new clients and expand wealth management portfolio.
• Understand clients' financial goals, risk appetite, and investment requirements.
• Advise on investment products such as Mutual Funds, Equity, Bonds, FDs, Insurance.
• Drive revenue through portfolio growth, cross-selling and up-selling of financial products.
• Ensure client satisfaction through regular reviews and proactive relationship management.
• Maintain compliance with internal policies, KYC norms, and regulatory guidelines.

Skills

Wealth management

Relationship management

Client acquisition

Communication skills

Negotiation

Compliance

Job description

We are looking for an experienced Wealth Relationship Manager to manage and grow a portfolio of High-Net-Worth Individual (HNI) clients by providing customized wealth management and investment solutions.

Key Responsibilities

• Manage and strengthen relationships with HNI/UHNI clients.


• Acquire new clients and expand the existing wealth management portfolio.


• Understand clients financial goals, risk appetite, and investment requirements.


• Advise clients on investment products such as Mutual Funds, Equity, Bonds, Fixed Deposits, Insurance, and other wealth management solutions, as applicable.


• Drive revenue through portfolio growth, cross-selling, and up-selling of financial products.


• Ensure client satisfaction through regular portfolio reviews and proactive relationship management.


• Maintain compliance with internal policies, KYC norms, and regulatory guidelines.

Desired Candidate Profile

• Relevant experience in Wealth Management / Private Banking / HNI Relationship Management.


• Strong knowledge of investment products and financial markets.


• Experience in portfolio management, client acquisition, and revenue generation.


• Excellent communication, negotiation, and relationship-building skills.


• Ability to achieve business targets while maintaining high service standards.