Virtual Relationship Manager

V Konnect; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

V Konnect invites an experienced wealth management professional to partner with high net worth individuals and ultra HNIs, delivering portfolio management and strategic financial guidance.

You will build strong client relationships, identify cross-selling opportunities in mutual funds, insurance, and wealth services, coordinate with internal teams to resolve queries, and monitor market trends to stay ahead.

Responsibilities

• Manage relationships with high net worth individuals (HNIs) and ultra HNIs through portfolio management.
• Develop and maintain strong connections with existing clients to increase retention rates.
• Identify new business opportunities by cross-selling products such as mutual funds, insurance, and wealth management services.
• Collaborate with internal teams to resolve client queries and issues promptly.
• Analyze market trends and competitor activity to stay ahead in the market.

Job description

Roles and Responsibilities

• Manage relationships with high net worth individuals (HNIs) and ultra HNIs through portfolio management.
• Develop and maintain strong connections with existing clients to increase retention rates.
• Identify new business opportunities by cross-selling products such as mutual funds, insurance, and wealth management services.
• Collaborate with internal teams to resolve client queries and issues promptly.
• Analyze market trends and competitor activity to stay ahead in the market.