Wealth Relationship Manager - BFSI

- Knowledge of wealth products (Equity, Debt, MFs, Life Insurance, Health Insurance, PMS, structured wealth and financial products etc).

- Acquiring and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) in the financial services industry.

- Understanding of market trends and financial products to provide the best investment advice to clients.

- Portfolio Management and Financial Planning for clients (tax planning, retirement planning, and goal-based investing)

- Managing sales targets as per business plans.

- Managing multiple client portfolios, ensuring each client receives personalised attention and service.