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Discovered 2d ago
W
Wealth Relationship Manager
We Grow Wealth•Linkedin
LocationNoida, Uttar Pradesh, India
Work Modeonsite
Experience4+ yrs
Compensation~₹15–35 LPA
Required Skills & Technology Stack
Wealth ManagementPrivate BankingFinancial AdvisoryClient AcquisitionRelationship ManagementPortfolio ExpansionMutual FundsPMSAIFsPrivate EquityNCDsDemat Account AcquisitionAUM Growth
About the Role
Key Responsibilities:
Acquire and manage HNI/UHNI client relationships.
Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.
Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.
Drive Demat account acquisition and ensure seamless account opening for new clients.
Understand clients'…
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