Relationship Manager - Wealth

YourMoneyWise; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

YourMoneyWise in Bangalore, India is seeking a wealth management professional to manage high-net-worth client relationships and deliver tailored investment and banking solutions. The role emphasizes revenue targets and personalized financial advice on mutual funds, insurance, and structured products.

Candidates should have 3+ years in wealth management or private banking, with a Graduate/MBA in Finance and NISM certification preferred. This is a full-time, on-site position based in Bengaluru.

Qualifications

• 3+ years in wealth management or private banking
• NISM certification preferred
• Graduate/MBA in Finance

Responsibilities

• Manage high-net-worth client relationships and provide personalized financial guidance.
• Offer investment and banking solutions and strive to achieve revenue targets.
• Provide advice on mutual funds, insurance, and structured products.

Skills

Relationship management

Interpersonal skills

Sales skills

Communication skills

Education

Graduate/MBA in Finance

NISM certification

Job description

Bangalore, India Full Time 12-18 LPA 3-6 years

Description

Manage high-net-worth client relationships, offer investment and banking solutions, and achieve revenue targets. Provide personalized financial advice on mutual funds, insurance, and structured products.

Requirements

• Graduate/MBA in Finance
• NISM certification preferred
• 3+ years in wealth management or private banking
• Excellent interpersonal and sales skills