Relationship Manager/Cluster Head - Wealth Management - HNI/UHNI Segment
Business Development / Sales
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Job Description
Role Overview:
The role involves managing and growing relationships with HNI clients, providing tailored wealth management solutions, and driving business growth through client acquisition and portfolio management.
Key Responsibilities:
- Manage and acquire HNI clients, understanding their investment needs and offering suitable financial solutions
- Provide advisory across debt products, structured products, equities, mutual funds, and real estate investments
- Build and deepen client relationships through cross-selling and superior service delivery
- Drive portfolio growth, profitability, and client retention
- Actively network and generate referrals to expand the client base
- Collaborate with internal teams (research, investment, compliance) to deliver optimal solutions
- Stay updated on market trends, financial products, and regulatory changes
Qualifications:
- Graduate/Postgraduate in any discipline
- 5-10 years of relevant experience in wealth management or related roles
Skills
Wealth ManagementSalesBFSI SalesSales HeadHniIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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