Senior Wealth Manager

Wealth Relationship Manager (Wealth RM)Role: Wealth Relationship ManagerDepartment: WealthLocation: Delhi/NCR/Lucknow/Jammu/Mohali/Ludhiana/Bareilly/GorakhpurTo 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 Responsibilities1. Client Acquisition & Portfolio GrowthAcquire 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 ManagementBuild 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 PlanningUnderstand client risk profile, financial goals, and investment preferences.Recommend suitable products such as:Mutual FundsPMS / AIFBonds, Debentures, Structured ProductsInsurance (Life/General)Equity / BrokingEnsure proper documentation, suitability assessment, and compliance.4. Revenue GenerationDrive revenue through advisory, investment products, and banking products.Deliver on fee income, AUM growth, and cross-sell productivity.

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