Relationship Manager - Wealth Banking

YourMoneyWise; Bengaluru; On-site; INR 800,000 - 1,400,000; Full time

Job summary

YourMoneyWise in Bengaluru is seeking a wealth manager to oversee HNI client portfolios and tailor wealth management solutions for high net-worth clients. You will assess client needs, design portfolio strategies, and monitor performance to achieve goals.

The role involves cross-selling banking products such as mutual funds, insurance, and structured deposits, with a focus on growing assets under management and improving client retention. A graduate or MBA with NISM certification is preferred.

Qualifications

• Graduate/MBA with NISM certification preferred.
• Prior experience in wealth management or private banking.
• Excellent interpersonal and sales skills.
• Strong understanding of financial products.

Responsibilities

• Manage HNI client portfolios and provide tailored wealth management solutions.
• Cross-sell banking products including mutual funds, insurance, and structured deposits.
• Drive AUM growth and client retention.

Skills

Interpersonal skills

Sales skills

Education

Graduate/MBA with NISM certification

Job description

Bangalore, India Full Time 8-14 LPA 3-7 years

Description

Manage HNI client portfolios and provide tailored wealth management solutions. Cross-sell banking products including mutual funds, insurance, and structured deposits. Drive AUM growth and client retention.

Requirements

• Graduate/MBA with NISM certification preferred
• Prior experience in wealth management or private banking
• Excellent interpersonal and sales skills
• Strong understanding of financial products