Relationship Wealth Manager @Choice Broking

Credicus Business Services; Dadri, Faridabad District, Gurugram District; On-site; INR 1,200,000 - 1,600,000; Full time

Job summary

Choise Broking is seeking a Relationship Manager to acquire and manage affluent clients, drive investment business, and deliver customized financial solutions. You will build a portfolio of high-value clients in the Affluent & Super Affluent segment, provide investment advisory based on risk profiles, and coordinate with internal teams to support seminars and cross-selling initiatives.

The role requires excellent communication, negotiation, and interpersonal skills, strong market awareness, and

Qualifications

• Wealth management experience in banking or financial services.
• Strong client acquisition and relationship management skills.
• Experience handling affluent or HNI clients preferred.

Responsibilities

• Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
• Build and manage a strong portfolio of high-value clients.
• Maintain relationships and grow AUM by cross-selling financial products.
• Provide investment advisory services based on client risk profile and financial goals.
• Track and identify potential clients in the target segment for new business acquisition.
• Stay updated on financial markets, investment products, and industry trends.
• Coordinate with internal product and research teams for informed investment decisions.
• Conduct and support seminars, workshops, and other business development initiatives.
• Deepen client engagement to increase wallet share and overall portfolio value.

Skills

Relationship management

Client acquisition

Investment advisory

Communication

Job description

Company: Choise Broking

Job Title: Relationship Manager

Role Overview

The Relationship Manager will be responsible for acquiring and managing affluent and super-affluent clients, driving investment business, and delivering customized financial solutions.

Key Responsibilities

• Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
• Build and manage a strong portfolio of high-value clients.
• Maintain relationships and grow AUM by cross-selling financial products.
• Provide investment advisory services based on client risk profile and financial goals.
• Track and identify potential clients in the target segment for new business acquisition.
• Stay updated on financial markets, investment products, and industry trends.
• Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
• Conduct and support seminars, workshops, and other business development initiatives.
• Deepen client engagement to increase wallet share and overall portfolio value.

Products Handled

Mutual Fund, PMS, Insurance, Bond, Equity

Requirements

Proven experience in wealth management, banking, or financial services.

Strong client acquisition and relationship management skills.

Experience handling affluent or high-net-worth individuals (HNI clients preferred).

Good understanding of financial products like Mutual Funds, Insurance, and Equity/Demat.

Excellent communication, negotiation, and interpersonal skills.

Ability to generate leads and convert prospects into long-term clients.

Market awareness and analytical ability to advise clients effectively.

Compensation & Benefits

Salary hike as per current CTC and market standards

Opportunity to manage high-value client portfolios

Career growth in wealth and investment advisory

Contact: Hr Priyanka 7875990932