Wealth Manager – HNI Client Relationship | Private Banking Preferred
Location: Chandigarh (On-Site)
Salary: ₹30,000 – ₹50,000 per month
Job Type: Full-Time
About the Role
DR. Shares & Stock Brokers is looking for an experienced Wealth Manager / Relationship Manager to join our Wealth Management team.
This role is ideal for professionals from private banks with experience in Priority Banking, Preferred Banking, Wealth Management, or managing affluent and HNI clients.
You should enjoy interacting with clients, have excellent English communication skills, and be interested in building a long-term career in Wealth Management.
Key Responsibilities
- Manage and build long-term relationships with affluent and HNI clients
- Conduct client meetings and portfolio reviews
- Understand client financial goals and investment requirements
- Guide clients on Mutual Funds, SIPs, and investment solutions
- Provide a high standard of client service
- Coordinate with the Wealth Management team
Requirements
- 4–6 years of experience in Banking, Private Banking, Priority Banking, Wealth Management, or Financial Services
- Experience handling affluent, HNI, or premium banking clients preferred
- Excellent English communication and interpersonal skills
- Professional personality and strong client etiquette
- Basic understanding of Mutual Funds and SIPs
- Strong relationship management and client-handling skills
Candidates with experience at HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank, IndusInd Bank, IDFC FIRST Bank, Yes Bank, or similar private banking institutions are encouraged to apply.
Location Preference
Candidates based in Chandigarh, Mohali, and Panchkula (Tricity) will be preferred.
Benefits
- Health Insurance
- Mobile & Internet Allowance
- Paid Leaves
- Long-term Career Growth
Apply Now
[email protected]
70823 77726
Pay: ₹30,000.00 - ₹50,000.00 per month
Benefits:
- Cell phone reimbursement
- Leave encashment
- Life insurance
- Paid time off
Work Location: In person
