Senior Relationship Manager - Wealth Management

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

Job summary

YourMoneyWise in Mumbai, India is seeking a Senior Relationship Manager in Wealth Management. The role involves managing a portfolio of high-net-worth clients, providing tailored investment guidance, and cross-selling banking products to meet client needs and targets.

The successful candidate will have a background in wealth management or financial advisory, excellent interpersonal skills, and a client-centric, goal-oriented approach to drive satisfaction and growth.

Qualifications

• Graduate in any discipline.
• NISM certification preferred.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Provide investment advice and recommendations.
• Cross-sell banking products to clients.
• Achieve sales targets and ensure client satisfaction.

Skills

Interpersonal skills

Communication skills

Client-centric approach

Goal oriented

Education

Graduate degree

Job description

Senior Relationship Manager - Wealth Management

Mumbai, India Full Time 10-18 LPA 3-7 years

Description

Manage a portfolio of high-net-worth clients, provide investment advice, and cross-sell banking products. Achieve sales targets and ensure client satisfaction.

Requirements

• Graduate in any discipline; NISM certification preferred
• Experience in wealth management or financial advisory
• Excellent interpersonal and communication skills
• Goal-oriented with a client-centric approach