Wealth RM

Mindpool Consultants Private Limited; Delhi; On-site; INR 600,000 - 900,000; Full time

Job summary

Mindpool Consultants Private Limited is seeking experienced Wealth Relationship Managers to join a leading Banking and Financial Services organization in India. The role focuses on affluent/HNI client engagement, portfolio reviews, and tailored investment solutions.

You will acquire new clients, grow wealth management portfolios, and build long-term relationships through personalized service while achieving revenue targets and cross-selling wealth products across Pan India.

Qualifications

• Experience in wealth management for HNI/Affluent clients.
• Proven ability to acquire clients and grow portfolios.
• Strong relationship-building and client servicing skills.

Responsibilities

• Manage and grow relationships with HNI clients.
• Acquire new clients and develop a wealth management portfolio.
• Understand clients' financial goals and provide investment solutions.
• Drive growth through cross-selling wealth management products and services.
• Manage client portfolios and increase wallet share through effective relationship management.
• Build long-term client relationships by delivering personalized financial solutions and excellent service.
• Identify business opportunities and achieve revenue and acquisition targets.

Skills

Wealth management

Client acquisition

Portfolio management

Relationship building

Job description

Industry: Banking and Financial Services

Locations: Pan India

About the Role

We are looking for experienced Wealth Relationship Managers to join a leading organization in the banking and financial services sector. The ideal candidate will have a strong background in wealth management, client acquisition, portfolio management, and relationship building with Affluent/HNI clients.

Key Responsibilities

• Manage and grow relationships with High Net Worth Individual (HNI) clients.
• Acquire new clients and develop a strong wealth management portfolio.
• Understand clients' financial goals and provide suitable investment solutions.
• Drive business growth through cross-selling wealth management products and services.
• Manage client portfolios and increase wallet share through effective relationship management.
• Build long-term client relationships by delivering personalized financial solutions and excellent service.
• Identify business opportunities and achieve assigned revenue and acquisition targets.