Senior Wealth Manager

Wealth Relationship Manager (Wealth RM)

Role: Wealth Relationship Manager

Department: Wealth

Location: Delhi/NCR/Lucknow/Jammu/Mohali/Ludhiana/Bareilly/Gorakhpur

To acquire, manage, and grow a portfolio of affluent / high-net-worth clients by providing tailored wealth management solutions, delivering superior customer experience, and ensuring compliance with regulatory guidelines.

Key Responsibilities

1. Client Acquisition & Portfolio Growth

Acquire new affluent / HNI clients through referrals, market visits, and networking.

Achieve monthly acquisition and revenue targets.

Deepen wallet share by cross-selling wealth and banking products.

2. Relationship Management

Build strong and long-term relationships with existing clients.

Conduct periodic portfolio reviews and provide investment advisory.

Serve as the primary point of contact for all banking & investment needs.

3. Wealth Advisory & Financial Planning

Understand client risk profile, financial goals, and investment preferences.

Recommend suitable products such as:

Mutual Funds

PMS / AIF

Bonds, Debentures, Structured Products

Insurance (Life/General)

Equity / Broking

Ensure proper documentation, suitability assessment, and compliance.

4. Revenue Generation

Drive revenue through advisory, investment products, and banking products.

Deliver on fee income, AUM growth, and cross-sell productivity.