Sr. Relationship Manager - Wealth - Sales - Chandigarh - Sector 17 B - MM
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Job Description
Structured overview of role & requirementsAbout This Role
Build and manage a portfolio of High Net Worth Individual (HNI) clients, providing tailored wealth management and investment solutions.
Drive client acquisition and retention by profiling clients, cross-selling financial products, and ensuring high income per customer.
Collaborate with internal teams to ensure compliant, accurate financial advice and contribute to business growth through marketing and networking initiatives.
Minimum Requirements
Graduate or Postgraduate degree in any discipline.
Work Experience Required: Not explicitly mentioned in the JD.
Deep understanding of financial markets, investment products including Debt, Equities, Mutual Funds, Structured Products, and Real Estate funds.
Not explicitly mentioned: notice period or mandatory location.
Ideal Candidate Profile
Experience managing and growing HNI client portfolios in wealth management or financial advisory roles.
Demonstrated ability to generate high portfolio profitability and exceed business growth targets through client acquisition and retention.
Familiarity with compliance, investment research collaboration, and executing client-focused marketing activities in a sales-driven environment.