Relationship Manager - Wealth Management

We are seeking a motivated and experienced Relationship Manager specializing in Wealth Management to join our team in the Mumbai region. The ideal candidate will have a strong background in managing high net worth individuals (HNI) and ultra HNI clients, providing them with tailored financial solutions and exceptional service. As a Relationship Manager, you will be responsible for developing and maintaining relationships with clients, understanding their financial needs, and offering a range of products including current accounts, savings accounts, CASA, mutual funds, and other retail liabilities. You will play a crucial role in portfolio management and HNI acquisition, ensuring that clients receive personalized attention and expert advice to help them achieve their financial goals. Key Responsibilities: - Build and maintain strong relationships with HNI and ultra HNI clients. - Understand clients' financial needs and provide tailored solutions. - Promote and sell a range of financial products including current accounts, savings accounts, CASA, and mutual funds. - Manage client portfolios and provide ongoing support and advice. - Achieve sales targets and contribute to the overall growth of the wealth management division. - Stay updated on market trends and financial products to provide informed recommendations. Required Skills: - Strong knowledge of wealth management products and services. - Excellent communication and interpersonal skills. - Proven sales ability and experience in client handling. - Ability to work independently and as part of a team. - Strong analytical and problem-solving skills. If you are passionate about wealth management and have a proven track record in sales and client relationship management, we invite you to apply for this exciting opportunity.