Wealth Relationship Manager – B2C – Banking/Financial Services Recruit Right Solutions

The Corporate Institute; Gurugram District; In loco; INR 1.200.000 - 2.400.000; Tempo pieno

Vantaggi offerti da questo lavoro

Aggressive incentive plan (up to 200–%

Learning & Development programs

Performance recognition & rewards

Descrizione del lavoro

The Corporate Institute in Gurugram is seeking a Wealth Relationship Manager to manage UHNI/HNI client relationships, provide portfolio advisory, and drive revenue growth. The role requires 4+ years in wealth management and strong knowledge of financial markets.

You will advise across mutual funds, insurance, PMS, AIFs, bonds, equities, and structured products, while ensuring RBI/SEBI/IRDA compliance and governance standards.

Competenze

• 4+ years of experience in wealth management, investment advisory, or private banking.
• Strong knowledge of financial markets, products, and portfolio advisory concepts.
• Proven track record of UHNI/HNI relationship management and revenue growth.
• Excellent communication, presentation, and relationship-building skills.

Mansioni

• Manage and grow UHNI/HNI client relationships through portfolio advisory, investment planning, and wealth solutions.
• Provide research-based advice across Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products.
• Conduct portfolio reviews, risk assessments, and recommend suitable investment strategies.
• Drive business growth by achieving revenue, acquisition, retention, and wallet share targets.
• Cross-sell and upsell across wealth, protection, and investment solutions.
• Ensure compliance with RBI/SEBI/IRDA guidelines and internal governance standards.

Conoscenze

Relationship management

Portfolio advisory

Communication skills

Presentation skills

Formazione

Graduate/Postgraduate in Finance/Commerce/Economics

CFA/ CFP/ NISM preferred

Descrizione del lavoro

Job Opportunity: Wealth Relationship Manager (B2C Business)

Location: Gurugram (WFO)

Experience: 4+ years

Industry: Wealth Management – Investment Advisory – Private Banking

About the Employer:

A leading wealth and asset management firm with 4,25,000 Cr+ Assets under Advisory (AUA), serving 1.3M+ affluent clients, 4,500+ UHNIs and family offices, and 1,000+ corporates/institutions. With a strong client-first philosophy, innovative product suite, and robust governance framework, the firm empowers Wealth Managers to deliver best-in-class outcomes.

As a Wealth RM, you will:

• – Manage and grow UHNI/HNI client relationships through portfolio advisory, investment planning, and wealth solutions.
• – Provide research-based advice across Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products.
• – Conduct portfolio reviews, risk assessments, and recommend suitable investment strategies.
• – Drive business growth by achieving revenue, acquisition, retention, and wallet share targets.
• – Cross-sell and upsell across wealth, protection, and investment solutions.
• – Ensure compliance with RBI/SEBI/IRDA guidelines and internal governance standards.

Candidate Profile:

• – Graduate/Postgraduate in Finance, Commerce, Economics (CFA, CFP, NISM preferred).
• – 4+ years of experience in wealth management, investment advisory, or private banking.
• – Strong knowledge of financial markets, products, and portfolio advisory concepts.
• – Proven track record of UHNI/HNI relationship management and revenue growth.
• – Excellent communication, presentation, and relationship-building skills.

Why Join:

• – Transparent appraisal program with fast-track career growth.
• – Aggressive incentive structure – earn up to 200 – 300% of fixed compensation.
• – Comprehensive Learning and Development programs with product training and advisory workshops.
• – Collaborative, performance-driven culture with recognition and rewards.