Wealth Manager / Relationship Manager – Wealth Management
Company: TaskNera
Experience: 7-10 Years
Education: Graduate / Postgraduate
Employment Type: Full-Time | On-Site
About the Role
TaskNera is looking for a Wealth Manager / Relationship Manager to acquire, manage, and grow relationships with HNI and affluent clients. The role involves investment advisory, portfolio management, client acquisition, business development, and financial analysis.
Key Responsibilities
- Acquire and manage a portfolio of HNI / affluent clients.
- Understand client financial goals, risk profiles, and investment requirements.
- Recommend suitable investment solutions including Equities, Mutual Funds, Debt Products, Structured Products, Real Estate, and Alternative Investments.
- Manage and review client portfolios and provide investment recommendations.
- Drive AUM growth, revenue generation, client retention, and wallet share.
- Acquire new B2C and B2B clients through networking, referrals, cross-selling, and business development.
- Conduct portfolio performance analysis, financial analysis, and portfolio modelling.
- Build long-term client relationships and identify cross-selling opportunities.
- Collaborate with Research, Investment, Operations, and Compliance teams.
- Ensure high-quality and compliant client service.
Must-Have Skills
- 7-10 years of experience in Wealth Management, Relationship Management, Investment Advisory, or Financial Services.
- Proven experience handling HNI / affluent clients.
- Experience in client acquisition and portfolio management.
- Strong knowledge of financial markets and investment products.
- Experience with Equities, Mutual Funds, Debt/Structured Products, or Real Estate Investments.
- Strong communication, relationship management, negotiation, and business development skills.
- Evidence of AUM/revenue generation or client acquisition in the CV is preferred.
Good to Have
- Existing HNI client network.
- B2B/B2C acquisition experience.
- Portfolio modelling and asset allocation experience.
- Strong financial analysis and business analytics skills.
Key KPIs
HNI Acquisition | AUM Growth | Revenue Generation | Client Retention | Portfolio Performance | Cross-Selling | Client Relationship Growth
Pay: ₹1,300,000.00 - ₹1,800,000.00 per year
Application Question(s):
- Please walk me through your last 2–3 roles, including company, designation, tenure, and reason for leaving each.
- How Many years of experience you have for relevant job ?
- How many HNI/affluent clients have you personally managed, and approximately what was the AUM or portfolio size?
- What investment products have you actually sold or advised on—Equity, MF, Debt, Structured Products, Real Estate, AIF, etc.? Which ones were you strongest in?
- What was your biggest achievement in your last role—new clients acquired, AUM generated, revenue, or target achievement? Please give numbers.
- What is your current notice period, last working date if applicable, and is there any employment gap in your career? If yes, what was the reason?
Work Location: In person
