Relationship Wealth Management Manager

Veerwal Getwork Services; New Delhi; On-site; INR 1,500,000 - 2,000,000; Full time

Job summary

Veerwal Getwork Services is seeking a Relationship Manager for Wealth Management / Preferred Banking across Central Delhi, South Delhi, Noida and Ghaziabad. The role focuses on client relationships, investment needs, and achieving revenue targets.

Ideal candidates have wealth management and mutual funds experience, and should handle affluent customers while maintaining EUIN compliance and strong communication skills.

Qualifications

• Currently working in Wealth Management / Investment / Preferred or Affluent Banking.
• Strong experience in Mutual Funds / Investment Products / Wealth Management.
• Experience handling HNI/Affluent/Premium customers preferred.
• Valid EUIN is mandatory.
• Good communication and relationship-management skills.
• Candidates based in Central Delhi, South Delhi, Noida or Ghaziabad preferred.

Responsibilities

• Manage and develop relationships with affluent/HNI customers.
• Handle investment and wealth management requirements of clients.
• Drive sales of Mutual Funds and other investment products.
• Grow AUM and generate revenue through existing and new clients.
• Cross-sell/upsell relevant financial products.
• Acquire new affluent/HNI clients and maintain long-term relationships.
• Achieve assigned business and revenue targets.

Skills

Relationship management

Wealth management

Mutual funds

Affluent/HNI clients

Communication

Job description

Relationship Manager Wealth Management / Preferred Banking

Location: Central Delhi / South Delhi / Noida / Ghaziabad

Experience: Relevant Wealth/Investment RM experience

Role: Relationship Manager

Key Responsibilities

• Manage and develop relationships with affluent/HNI customers.
• Handle investment and wealth management requirements of clients.
• Drive sales of Mutual Funds and other investment products.
• Grow AUM and generate revenue through existing and new clients.
• Cross-sell/upsell relevant financial products.
• Acquire new affluent/HNI clients and maintain long-term relationships.
• Achieve assigned business and revenue targets.

Key Requirements

• Currently working in Wealth Management / Investment / Preferred or Affluent Banking.
• Strong experience in Mutual Funds / Investment Products / Wealth Management.
• Experience handling HNI/Affluent/Premium customers preferred.
• Valid EUIN is mandatory.
• Good communication and relationship-management skills.
• Candidates based in Central Delhi, South Delhi, Noida or Ghaziabad preferred.