Wealth Relationship Manager

We Grow Wealth; Sector 10; On-site; INR 600,000 - 1,000,000; Full time

Job summary

We Grow Wealth is seeking a seasoned wealth management professional in India to build and manage HNI/UHNI client relationships, grow Assets Under Management, and advise on investment opportunities across mutual funds, PMS, AIFs, unlisted shares, private equity, and NCDs.

You will drive Demat account openings, understand client goals, and recommend suitable strategies while aiming to hit monthly targets for AUM and revenue.

Qualifications

• Experience in wealth management, private banking, or financial advisory.
• Existing Retail, HNI & UHNI client base.
• Strong knowledge of wealth products.
• Proven track records in client acquisition & relationship management.

Responsibilities

• Acquire and manage HNI/UHNI client relationships.
• Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.
• Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.
• Drive Demat account acquisition and ensure seamless account opening for new clients.
• Understand clients' financial goals and recommend suitable investment strategies.
• Achieve monthly AUM, revenue, and client acquisition targets.

Job description

Key Responsibilities:

• Acquire and manage HNI/UHNI client relationships.
• Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.
• Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.
• Drive Demat account acquisition and ensure seamless account opening for new clients.
• Understand clients' financial goals and recommend suitable investment strategies.
• Achieve monthly AUM, revenue, and client acquisition targets.

what we are looking for:

• Experience in wealth management, private banking, or financial avisory.
• Existing Retails, HNI & UHNI client base.
• strong knowledge of wealth products.
• Proven track records in client acquisition & relationship management.

Compensation:

• Salary hike as per current CTC & Market standard