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Banking & Financial Services

Relationship Manager — Wealth

Confidential — Leading Private Bank

Mumbai, India Full-time 4-8 years ₹14 – 22 LPA + Variable

About the role

Manage and grow a portfolio of HNI clients. Deliver tailored wealth solutions across asset classes.

Responsibilities

  • Acquire and grow HNI client portfolios
  • Advise across MF, PMS, Insurance, Fixed Income
  • Achieve revenue and AUM targets

Requirements

  • 4+ years in HNI / Wealth relationship roles
  • NISM / AMFI certifications preferred

Skills

Wealth ManagementHNI ClientsPortfolio Advisory

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