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09/12 Yamini Vyas
Talent Acquisition at V-Konnect Associates

Views:38 Applications:8 Rec. Actions:Recruiter Actions:0

Wealth Relationship Manager (1-3 yrs)

Mumbai/Navi Mumbai/Delhi NCR/Delhi/Ahmedabad/Surat/Jodhpur/Indore/Bhopal Job Code: 355423

As a Relationship Manager :


- Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals .


- Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.

- Client Acquisition and Onboarding :

- Identify potential HNI/UHNI clients and develop strategies for client acquisition.

- Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.

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