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.