Relationship Manager - Wealth Management

YourMoneyWise; Delhi; Sur place; INR 1 200 000 - 1 800 000; Plein temps

Résumé du poste

YourMoneyWise in Delhi seeks a Relationship Manager to manage an HNI client portfolio and deliver wealth management solutions across investments, insurance, and lending. You will drive revenue targets while ensuring top-tier client satisfaction and service standards.

4-7 years of wealth management or private banking experience is preferred; NISM certifications are required. A Graduate degree is essential.

Qualifications

• Graduate with NISM certifications.
• Prior experience in wealth management or private banking.
• Strong sales acumen and client relationship skills.
• Knowledge of capital markets and financial products.

Responsabilités

• Manage a portfolio of HNI clients with wealth management solutions (investments, insurance, lending).
• Achieve revenue targets and ensure client satisfaction.

Connaissances

Sales acumen

Client relationship

Capital markets knowledge

Financial products knowledge

Formation

Graduate with NISM certifications

Description du poste

Relationship Manager - Wealth Management

Delhi NCR, India Full Time 12-18 LPA 4-7 years

Description

Manage a portfolio of HNI clients, providing comprehensive wealth management solutions including investments, insurance, and lending. Achieve revenue targets and client satisfaction.

Requirements

• Graduate with NISM certifications
• Prior experience in wealth management or private banking
• Strong sales acumen and client relationship skills
• Knowledge of capital markets and financial products