Job Description – Wealth Relationship Manager
We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company’s network, managing client relationships, and contributing to overall business growth.
Key Roles & Responsibilities
- B2B Business Development: to expand business reach and revenue.
- Client Acquisition: Identify, approach, and onboard HNI and corporate clients for investment portfolio management.
- Cross-Selling: Promote and sell a wide range of financial products including health insurance, motor insurance, life insurance, loans, and other investment solutions.
- Sales Achievement: Consistently meet and exceed sales, revenue, and business growth targets.
- Portfolio Support: Assist in handling and monitoring client investment portfolios in coordination with wealth experts.
- Sales Promotion: Plan, organize, and execute promotional activities to enhance visibility and client engagement.
- Relationship Management: Build, nurture, and maintain long-term professional networks with partners and clients.
- MIS & Reporting: Prepare and publish regular business reports, MIS, and performance analysis.
- Data Analytics: Perform data mining, client profiling, and market segmentation to identify growth opportunities.
- Operational Support: Carry out other business/official tasks as assigned by management.
Required Skills & Competencies
- Excellent communication skills in Hindi, English, and local language.
- Strong interpersonal and relationship-building abilities.
- Logical aptitude with strong problem-solving and follow-up skills.
- High level of commercial awareness and understanding of wealth/investment products.
- Proficient in MS Office, CRM tools, and digital platforms.
- In-depth knowledge of the local market and geography.
Qualifications & Experience
- Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field.
- 1+ years of relevant experience in wealth management, financial services, or investment advisory.
- Exposure to B2B business development and HNI/corporate client handling will be highly preferred.
Compensation & Benefits
- Salary Package: ₹3 LPA – ₹5 LPA (Fixed + Performance-based Incentives).
- Lucrative incentive structure linked to acquisition targets and revenue generation.
- Additional benefits and allowances as per company policy.
- Career progression opportunities to Senior Acquisition Manager / Business Head roles.
Pay: ₹20,000.00 - ₹30,000.00 per month
Application Question(s):
- candidate must live in Delhi or not far from Dwarka sec 12, if lives in distance then must ready to relocate
Location:
- New Delhi, Delhi (110078) (Preferred)
Work Location: In person
