Wealth Relationship Manager – HNI/UHNI – Bank HriZen

The Corporate Institute; Delhi; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

The Corporate Institute in Delhi seeks a seasoned Wealth Manager to build strong relationships with high net worth clients, offering expert financial guidance and bespoke wealth management solutions. The role covers Business Development, portfolio performance analysis, modelling, and analytics.

You will manage HNI client portfolios, profile clients, and drive cross-selling across debt, equities, mutual funds, and real estate products, while ensuring profitability and compliant service delivery.

Qualifications

• Minimum Degree: Postgraduate/ Graduate in any discipline.
• Minimum Experience – 5-10 years of Experience

Responsibilities

• Address HNI clients for investment requirements with exclusive product bouquet.
• Acquire and manage a group of HNI clients.
• Profile customers and provide financial products to meet needs.
• Enhance and retain profitability by expanding wallet share.
• Ensure portfolio profitability with high income per customer.
• Cross-sell to mapped broking clients and related services.
• Collaborate with internal teams to deliver compliant investment solutions.

Skills

Relationship management

Client Acquisition

Cross selling

Portfolio Performance Analysis

Education

Postgraduate/ Graduate degree

Job description

Job Purpose:

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Main accountabilities:

Client Acquisition and Relationship Management:

• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Profiling Customers and providing financial products to meet customer needs.
• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
• To Enhance & Retain customer profitability by capturing a larger share of Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire new customers who meet product criteria through cross-referral.
• Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• This role is to acquire B2C or B2B clientele & build a portfolio there on.
• Acquisition – Assist Head RM in executing successful micro-events for the acquisition of new clients.
• Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

• Ensure profitability of the portfolio: Generate high Income per Customer.
• Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients’ financial positions.

Qualifications & Experience

• Minimum Degree: Postgraduate/ Graduate in any discipline.
• Minimum Experience – 5-10 years of Experience